The Real Tax Impact of Non-Qualified Accounts скачать в хорошем качестве

The Real Tax Impact of Non-Qualified Accounts

If this video made taxable accounts finally “click,” you’re already ahead of most investors. Wealth Advisor Austin Fetch explains what after-tax or non-qualified money really is—and why it behaves so differently from your retirement accounts. This quick, clear walkthrough discusses: • What counts as taxable/non-qualified money • How phantom income, dividends, and interest affect your taxes • Why 1099s show up even when you don’t withdraw a dime • How capital gains work when you sell investments • The surprising tax perks of HSAs (the only account with all 3 tax benefits) If you’ve ever wondered why your investment account creates tax bills even when untouched, this explainer will make things crystal clear. Have questions about your accounts or tax types? The Oxford Retirement team is here anytime. ============================================================================ 📅📅 𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗰𝗮𝗹𝗹! https://oxfordretirement.com/schedule... ============================================================================ 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @oxfordretirement   ============================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / oxfordretirement   Instagram:   / oxfordretirement   LinkedIn:   / oxford-retirement-&-estate-planning-inc   #TaxPlanning #TaxStrategy #InvestmentStrategy #RetirementPlanning #DareToRetire #FinancialAdvisor #OxfordRetirement DISCLOSURE: Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 3670836 - 1/26