Webinar Wednesdays: Tax Rules Wrap-Up
by AAII Staff | May 14, 2020
If you missed our Webinar Wednesday on May 13, you can watch it here.
There have been many changes to the tax rules over the past several months affecting individual investors. AAII Journal editor Charles Rotblut, who authors AAII’s annual tax guide, helps you make sense of the changes. In this webinar, he goes over details of the new rules instituted by the CARES Act, the SECURE Act and the Internal Revenue Service (IRS).
Presentation slides:
https://www.aaii.com/files/images/2020-05-13-AAII_Tax_Update_Webinar.pdf
Post-Webinar Notes
Here are some of the links and references from this week’s webinar:
AAII Articles
Tax Rule Changes:
Tax Guide Update: Staying Current on the New Rules
The Top SECURE Act Provisions Individual Investors Should Be Aware Of (Hopkins)
The Individual Investor’s Guide to Personal Tax Planning 2019
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
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
Tax Resources That Charles Uses
Charles’ Twitter
Charles’ Recent Reading
Dear Shareholder: The best executive letters from Warren Buffett, Prem Watsa and other great CEOs, by Lawrence A. Cunningham (Harriman House, 2020)
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