Music has the coolest intros ever. I love that thing, it gets me fired up every day. I'm Dustin Tim, a financial advisor with Jazze Wealth. Welcome to the DOS show, everybody. Today is Friday and we've got a special video to help you get your dough straight. Today, I think this is going to apply to a lot of people, although I'm only really talking to you know who. So, here's the deal. A lot of people come to us and open retirement accounts, right? And that's great. That's what we do. That's our business model and what we hope you'll check us out for and maybe consider us for if you need help. If you're just not getting where you want to be with your retirement accounts or not sure how it all works, that's what we're here for. We work with investors of all sizes, no limitations, no strings attached. You can see everything you'd like to see on jazzwealth.com. And of course, if you have any questions, let us know. Here's the thing. In retirement accounts, the tax benefit and tax consequences are known upfront. Meaning, in a Roth IRA, you can open an account and start buying and selling as much as you'd like with really no tax consequence. So, if you buy something on one day and five days later you decide to sell it, the IRS doesn't care. They've agreed that you will no longer pay tax on any money, whether it grows or whether you put money in there. They agree that you won't pay tax on it. In an IRA, of course, you put the money in and you're saying, "I'll pay the tax later. Let it grow and grow and grow. And as I start taking money out little by little in retirement,...
Award-winning PDF software
Video instructions and help with filling out and completing Where Form 8854 Taxable
