#taxplanning #irs #incometax

Tax-free income! A popular topic this type of year that is on the top of everyone's mind. Do you know that there are 11 types of income that the IRS doesn't tax? Some incomes aren't taxed like normal income, from certain types of investment payouts to other situations. Understanding these exemptions can help optimize your financial plan and help you plan better for retirement. Watch this video as Scott explains each of the 11 income types and learn how to incorporate them into your financial plan.

0:00 - Non Taxed Income
0:18 - Workers Comp
0:45 - Education Assistance
1:09 - HSA
1:31 - Adoption, Foster, Child Support
1:54 - Disaster Relief
2:15 - Inheritance and Gifting
3:06 - Life Insurance
3:31 - Gains on Home
4:07 - Municipal Bonds
4:41 - Roth IRAs
4:55 - Long Term Capital Gains

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📅 Each month a different topic will be discussed.

January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH!! Properly
April - Today's World of Safe Investing
May - Producing Income in Retirement
June - Paying for Long Term Retirement
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement
September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement

✨Classes are on FIRST THURDAY of every month at 10 am PST via ZOOM
the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM
and the LAST MONDAY of every month via ZOOM for our live Q & A session.

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❔ Questions? Call Us At: (800) 345-3155