Your Trusted Advisor with Tan Phan, MSFP, CFP®
Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com
Episodes
June 18, 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
Mark as Played
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
Mark as Played
June 18, 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
Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ).
Overview
- Wha...
Mark as Played
June 18, 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
Alternative Minimum Tax (AMT) Credit - how incentive stock options trigger alternative minimum tax and how alternative minimum tax credits are used to offset regular tax liability.
Hi everyone. My name is Tan and I am an independent Certified Financial Planner Pra...
Mark as Played
June 18, 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 alternative minimum tax (AMT)?
- How to calculate alternative minimum tax
- How to calculate alternative minimum tax income (AMTI)
- How to calculate alternative minimum tax (AMT)
- What is an alte...
Mark as Played
June 18, 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 individuals are subject to the Net Investment Income Tax?
- What is modified adjusted gross income?
- Different modified adjusted gross incomes relate to different topics
- What is the modifie...
Mark as Played
June 18, 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 unrealized appreciation strategy?
- What are the net unrealized appreciation (NUA) qualifying events?
- The two net unrealized appreciation (NUA) taxable events
- Net unrealized appreciation...
Mark as Played
June 18, 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.
- Vesting period explanation.
- Types of vesting schedules.
- How to estimate your restricted stock units (RSUs) and restricted stock value?
- What is an Internal Revenue Code Section 83(b)...
Mark as Played
June 18, 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 restricted stock?
- Grant date explanation.
- Substantial risk of forfeiture.
- Vesting period explanation.
- Types of vesting schedules
- How to estimate your restricted stock units (RSUs) and restricted stock value?
- What is an Internal Reve...
Mark as Played
June 18, 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
Tax harvesting breaks down into two forms: tax-loss harvesting and tax-gain harvesting. The goals of tax-loss harvesting and tax-gain harvesting are to reduce your overall tax liability, avoid or reduce paying taxes on your investments gains, and increase your afte...
Mark as Played
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
You work so hard to save and accumulate wealth during your working years. Now you are in retirement; it’s time to use it. For today's educational video, I am going to share with you the most tax-efficient ways to withdraw money from your accounts in retirement. The...
Mark as Played
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
What employers need to know about CalSavers:
- What is CalSavers?
- Registration deadline
- CalSavers Frequently Asked Questions
- I am the owner and I have 4 employees, do I need to register for CalSavers?
- How can employers register for CalSavers?
- What do emp...
Mark as Played
Please visit my website for the full video transcript: https://tanphan.com/blog
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
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 Management is governed by the Fiduciary Standar...
Mark as Played
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 an Employee Stock Purchase Plan?
- ESPP discount
- What is the compensation income?
- What is a qualified disposition and why does it matter?
- What is a non-qualified disposition and why does it matter?
- ESPP holding period
- Form 3922 and F...
Mark as Played
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
Recently, I have been contacted by many people about restricted stock units (RSUs) inquiring what they should do before the year-end. For example, if you work at companies like Apple, Intel Corporation, Google, Microsoft, Salesforce, Walmart, Airbnb, Uber, Lyft, et...
Mark as Played
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 incentive stock options
- Vesting schedule
- What are granting, exercising, and selling ISOs
- How are ISOs taxed
- Alternative minimum tax
- The big mistake
- What you should know about ISOs
- The risk with ISOs
- Form 3921
- Next steps
Mark as Played
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
Today we are going over:
- What is long-term care?
- What is long-term care insurance?
- How much does long-term care cost?
- How much does long-term care insurance cost?
- Long-term care insurance premiums and the tax benefits
- How can we qualify for long-term ca...
Mark as Played
June 18, 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:
- Today, we will learn about annuities and their purposes
- Ways to fund an annuity
- Annuity payout options
- Fixed, variable, equity-indexed, immediate, and deferred annuities characteristics
- Why do investors buy annuities
- The best way to purchase a...
Mark as Played
June 18, 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
Summary:
- A quick history of 529 plans
- What are 529 plans and their advantages?
- Estate planning with 529 plans
- What is the best plan in California?
- Red flags to look out for
- Strategies to take advantage of future tax law changes
Mark as Played
October 19, 2020
TAN Wealth Management
T = 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 = number of years, to know when to use and invest in which assets.
Mark as Played
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