Webinar Wednesdays: Taxing Issues Wrap-Up
by AAII Staff | December 10, 2020
If you missed our Webinar Wednesday on December 9, you can watch it here.
AAII publishes the Individual Investor’s Guide to Personal Tax Planning each December to update members on the latest laws and rulings of interest to investors. AAII Journal editor Charles Rotblut previews the 2020 tax guide, which covers this year’s changes—including the CARES Act—and next year’s tax rates, deductions and exemptions. Find out what you need to know before the end of the year to best handle the tax liability of your investments and potentially lower your tax bill.
Presentation slides:
https://www.aaii.com/files/images/2020-12-09-AAII2020TaxGuidePreview.pdf
Post-Webinar Notes
AAII Articles
Just released:
The Individual Investor’s Guide to Personal Tax Planning 2020
Guide to Tax on Your Personal Investments 2020
Tax Rule Changes:
Tax Guide Update: Staying Current on the New Rules
The Top SECURE Act Provisions Individual Investors Should Be Aware Of
Inherited IRA Rules Before and After the SECURE Act
IRAs and Roth IRAs:
Strategies for Managing Required Minimum Distributions
Roth Versus Traditional IRA Decision Tree
Roth IRA Conversion Spreadsheet
State Law May Protect Inherited IRA Assets From Creditors
Supreme Court: No Bankruptcy Protection for Inherited IRAs (2014)
New Rules for IRA Rollovers (2014)
Be Aware of IRA Rollover Rules (2014)
Online Tax Services:
The Most Popular Tax Preparation Services Used by AAII Members
Charitable Trusts:
The Advantages of Charitable Trusts
Charles’ Investor Update Columns
What to Do With the Stimulus Check
The CARES Act and Tax Rule Changes
Considerations for Roth IRA Contributions and Conversions
Choosing Between a Traditional and a Roth IRA
Other Resources, Articles Mentioned
Tax Resources That Charles Uses
IRS.gov
Wolters Kluwer
J.K. Lasser’s Your Income Tax
The Kiplinger Tax Letter
My Tax News Twitter List
TurboTax
AAII Tax Guide
CapGains Valet
IRS Coronavirus Tax Relief and Economic Payments
IRS Frequently Asked Questions on Virtual Currency Transactions
IRS Notice 2014-21 on Bitcoin
IRS Topic No. 419 Gambling Income and Losses
January 2014 blog post by Michael Kitces:
Understanding The Two 5-Year Rules For Roth IRA Contributions And Conversions
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