Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth Management

Exceptions to the 10% Early Withdrawal Penalty For IRAs

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

Qualified Opportunity Zone With Examples

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementHi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL P

Alternative Minimum Tax (AMT) Credit Examples

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementAlternative Minimum Tax (AMT) Credit - how incentive stock options trigger

What is Alternative Minimum Tax (AMT)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview- Why does alternative minimum tax exist?- What is the altern

What is the 3.8% Net Investment Income Tax (NIIT)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview- What is the 3.8% Net Investment Income Tax (NIIT)?- What in

What is Net Unrealized Appreciation (NUA)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview- What is net unrealized appreciation (NUA)?- What is the net

Restricted Stock Units (RSUs) Comprehensive Guide

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview:- What are restricted stock units? - Grant date explanation.

Restricted Stock Comprehensive Guide

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementOverview:- What is restricted stock?- Grant date explanation.- Substant

Tax-Loss Harvesting & Tax-Gain Harvesting

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementTax harvesting breaks down into two forms: tax-loss harvesting and tax-gai

The Most Tax-Efficient Sequence of Withdrawal Strategy Explained

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementYou work so hard to save and accumulate wealth during your working years.

What You Need To Know About CalSavers Retirement Savings Program

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementWhat employers need to know about CalSavers:- What is CalSavers?- Regist

What Is The Difference Between Suitability vs. Fiduciary Standards

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanFiduciary Standard = have a legal obligation to act in the clients’ best interest, require total

What You Need To Know About Employee Stock Purchase Plan (ESPP)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementOverview:- What is an Employee Stock Purchase Plan?- ESPP discount- Wha

What You Need To Know About Restricted Stock Units (RSUs)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementRecently, I have been contacted by many people about restricted stock unit

What You Need To Know About Incentive Stock Options (ISOs)

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementOverview:- What are incentive stock options- Vesting schedule- What are

What Is Long-Term Care Insurance And Everything You Need To Know About It

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementToday we are going over:- What is long-term care?- What is long-term car

What Is An Annuity And How Do Annuities Work

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementOverview:- Today, we will learn about annuities and their purposes- Ways

What is the best 529 Plan in California?

Jun 18th, 2021

Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphanTAN Wealth ManagementSummary:- A quick history of 529 plans- What are 529 plans and their adv

Introduction to TAN Wealth Management

Oct 19th, 2020

TAN Wealth ManagementT = tax diversification, to decrease taxes and increase spendable income.A = asset allocation, to successfully navigate the market and reduce portfolio volatility, idiosyncratic risk, and sequence of returns risk.N = num

Social Security Retirement Benefits Rules You Need To Know

Oct 19th, 2020

Social Security Retirement Benefits: Rules You Must KnowWhen I talk to clients, they understand the fundamentals of Social Security retirement benefits, but they are not aware of the rules they need to know. In this educational video on Socia

Suitability vs Fiduciary Standards

Oct 19th, 2020

Fiduciary Standard = have a legal obligation to act in the clients’ best interest, require total trust, good faith, and honesty.Suitability Standard = suitable for their clients and not necessarily what is best for the client.TAN Wealth Man

Business Uses Of Disability Income Insurance

Oct 19th, 2020

Today, I want to share with you the business uses of disability income insurance:- Group Disability Insurance- Business Overhead- Disability buyout or buy-sell agreements- Entity Purchase Plan- Key Person Disability Insurance

Everything You Need To Know About Disability Income Insurance

Oct 19th, 2020

- What is disability insurance?- 3 main types of disability insurance- Short-term or long-term disability insurance- Other types of Disability Coverage- How to qualify for disability insurance- Important disability insurance riders and te