16:10

How to Consolidate Accounts: Rollovers, ACATs, non-ACATs

22:20

Tax Bracket Management (Walkthrough)

17:25

Tax Bracket Management - Minimize Retirement Taxation

13:40

Exchange Funds - Diversify without Capital Gains

10:50

Effective vs Marginal Income Tax Rates

14:12

Federal Income Tax Brackets Explained

19:13

How to Reduce Taxes on Required Minimum Distributions (RMDs)?

14:23

How to Calculate Required Minimum Distributions (RMDs) and which Lifetime Table to Use

14:47

How do Required Minimum Distributions (RMDs) work?

16:16

ABLE Accounts - Tax-Free Growth for those with Disabilities

14:21

IRMAA - Income-Related Monthly Adjustment Amount (Medicare Surcharge)

12:31

Married Filing Jointly vs Married Filing Separately

10:29

Age 60-63 Catch Up Contribution

13:04

What is an After-Tax 401(k)? Mega Back Door Roth Explained

15:37

2025 Tax Updates that Affect You!

10:25

How Risk Tolerance should influence your Investing

14:24

Spousal Lifetime Access Trust (SLAT) - Transfer out of Estate but retain Access!

13:29

Are you Overdiversified or Underdiversified?

10:36

How to handle RMDs when your Annuity is inside of an IRA

12:04

RMD Pooling - Which Accounts can you Combine for RMD Withdrawals?

15:10

Which 529 Plan? Prepaid Tuition or College Savings (GET vs Dream Ahead)

13:00

529 Withdrawals and Taxes - Ways to use your Education Plan

10:01

4 Natural Laws of Investing - First Principles of Long-Term Investing

12:09

Withdrawing the Basis Tax-Free from Roth IRA and Roth 401(k)

10:10

Per Capita vs Per Stirpes Beneficiary Designations

11:26

What is a Crummey Notice and when is it needed?

13:00

Trust vs Personal Tax Rates - Who pays the Tax?

10:38

Ordinary Income and Capital Gains Taxes

06:40

Inherited IRA and Back Door Roth Pro-Rata Aggregation

14:49

IBM ESPP Explained - Purchase Stock at a Discount

09:18

Roth 401k to Roth IRA Rollovers - Tax Explainer

13:23

Max 457(b) Contributions and Catch Up(s) [Deferred Comp]

14:31

Funding Multiple Retirement Plans? When double-dipping is allowed!

13:10

Investing and Time Horizon aka "The Buckets" Concept

12:45

Successor Beneficiary Inherited IRA Rules - Inheriting an Inherited IRA

24:24

How does an Irrevocable Life Insurance Trust (ILIT) work?

11:02

How to Avoid 401(k) Overcontributions

16:42

How to Avoid IRA Overcontributions

13:29

Home Sale Capital Gains (Section 121 Exclusion)

18:47

Expeditors ESPP Explained - EXPD Stock

13:35

401(k) Rollover Pros and Cons

14:12

UTMA/UGMA to 529 Plan Transfer/Rollover

13:25

Tracking down Old Retirement Accounts (401k, 403b, etc.)

18:16

Direct vs Indirect Rollovers and the Once Per Year Rule

17:22

Back Door Roth IRA w/ an Existing IRA (Aggregation Rules)

12:27

How to Roll an IRA into a 401(k) (or another Employer Plan)

09:48

2024 RMD Waiver for Non-Eligible Designated Beneficiaries (NEDBs)

13:59

What to do if you Overcontributed to an IRA?

10:54

Account Aggregation for Roth IRA 5-Year Seasoning Rule

09:25

Pooling Accounts when Calculating RMDs

16:28

Examples of the Roth IRA 5-Year Seasoning Rule(s)

13:41

Avoid Roth IRA Taxes via the 5-Year Seasoning Rule(s)

09:00

Inherited Roth IRA - Options, Rules, and Required Minimum Distributions

09:53

Surviving Spouse Inherited IRA Options

09:47

Inherited IRAs - What should I do with this?

11:16

How does Asset Location work?

09:28

Will a Trust Protect my Assets?

28:03

Which Estate Planning Documents do I Need? (w/ Kanoa Ostrem)

13:52

Step Up & DOUBLE Step Up in Basis Rules

08:36

Are you in a Separate or Community Property State?