IRS Releases NEW 2025 Tax Brackets. What This Means For Your Wallet

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  • เผยแพร่เมื่อ 21 พ.ย. 2024

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  • @kortyEdna825
    @kortyEdna825 24 วันที่ผ่านมา +815

    I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

    • @carssimplified2195
      @carssimplified2195 24 วันที่ผ่านมา +1

      Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k

    • @KaurKhangura
      @KaurKhangura 24 วันที่ผ่านมา +3

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.

    • @Justinmeyer1000
      @Justinmeyer1000 24 วันที่ผ่านมา +1

      I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @KaurKhangura
      @KaurKhangura 24 วันที่ผ่านมา +2

      I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @Justinmeyer1000
      @Justinmeyer1000 24 วันที่ผ่านมา +2

      Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

  • @SebastianNoah5e
    @SebastianNoah5e 25 วันที่ผ่านมา +350

    Tax laws can be so complex, and it’s super helpful to break them down like this. Understanding how different policies can impact our finances is crucial for making informed decisions.

    • @RubyOliverm5l
      @RubyOliverm5l 25 วันที่ผ่านมา

      Making profitable investments during this time of political change can be risky without that insight. For me, working with an adviser is the best first step to navigate these complexities and make informed choices.

    • @SofiaJames9H
      @SofiaJames9H 25 วันที่ผ่านมา

      I think having an investment advisor is the way to go. I've been with one because I lack the expertise for the market. I made over $490K during the recent dip, highlighting that there's more to the market than we average folks know.

    • @JulianBenjamin3d
      @JulianBenjamin3d 25 วันที่ผ่านมา

      Hmmm this is quite interesting, Please can you leave the info of your investment advisor here? I’m in dire need for one.

    • @SofiaJames9H
      @SofiaJames9H 25 วันที่ผ่านมา

      Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

    • @JulianBenjamin3d
      @JulianBenjamin3d 25 วันที่ผ่านมา

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.

  • @tatianastarcic
    @tatianastarcic 12 วันที่ผ่านมา +719

    The problem is that in order to have "permanent roof" with amenities like electricity, gas and water, either the tenant or the owner must somehow pay insurance and property taxes. As a result, a lot of people live in tents, at least in California, where I presently dwell. Not a single mortgage, tax, rent, or insurance. It amazes me how many folks I meet who tell me they live in their cars. This place is insane!

    • @JacobsErick-u8r
      @JacobsErick-u8r 12 วันที่ผ่านมา +2

      It's becoming more and more insane by the day. Mortgage rates have been rising steadily (already over 7%). I often wonder if I should put my extra money into the stock market and wait for a housing crash, or if I should just buy a house regardless.

    • @richardhudson1243
      @richardhudson1243 12 วันที่ผ่านมา +2

      Such concerns also come to me. After 50, I'm retiring early. I'm already concerned about the direction the future is taking, particularly with regard to finances and making ends meet. I'm thinking about investing in the stock market for the first time as well, but how can I accomplish so considering that the market has been in disarray for much of the year?

    • @winifred-k9e
      @winifred-k9e 12 วันที่ผ่านมา +2

      For my part, I can relate to that. My benefits were clear when I started working with a fiduciary financial counsellor. I would always suggest seeking expert assistance in these situations so they can guide you through bumpy markets and simply provide you with indicators and tactics for knowing when to enter and exit the market.

    • @IamJonny-o4v
      @IamJonny-o4v 12 วันที่ผ่านมา

      That's really interesting. My portfolio is getting smaller; how can I get in touch with your asset-coach?

    • @winifred-k9e
      @winifred-k9e 12 วันที่ผ่านมา +1

      Her name is “Melissa Terri Swayne” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

  • @norwegianblue2017
    @norwegianblue2017 26 วันที่ผ่านมา +481

    Having the bracket jump 10% at $48k is absurd. That should be more like $68k. $48k is borderline poor these days.

    • @Skoora
      @Skoora 26 วันที่ผ่านมา +61

      But aren’t you only charged 22% of what is over 48K? So if you make 50K you’re paying 22% on 2K?

    • @rishz7857
      @rishz7857 26 วันที่ผ่านมา

      The jump is because big gov't sees this as the threshold to feed the bloated out-of-control gov't.

    • @xorbe2
      @xorbe2 25 วันที่ผ่านมา +24

      @@Skoora You are correct.

    • @finned958
      @finned958 25 วันที่ผ่านมา +11

      Don’t forget the standard deduction.

    • @consco3667
      @consco3667 25 วันที่ผ่านมา +55

      It should be more like 98K. Give all of us in the middle class a break

  • @Daniel-b1s3s
    @Daniel-b1s3s 23 วันที่ผ่านมา +536

    The rise in tax rates is why I decided to roll over my 401k to a Roth IRA. I don’t want to be 59 and paying taxes on withdrawals from my retirement account.

    • @FerdLerd
      @FerdLerd 23 วันที่ผ่านมา +9

      Pre-tax contributions can help lower income taxes during your working years, while after-tax contributions can reduce your tax burden in retirement. Both have their advantages, but it’s also smart to save outside traditional retirement plans, such as individual investment accounts or with guidance from a financial advisor.

    • @HotManP-l5g
      @HotManP-l5g 23 วันที่ผ่านมา +11

      I completely agree. I'm in my mid-40s, getting closer to retirement, with over $2 million in non-retirement funds. I'm debt-free and hold relatively little in my retirement accounts compared to my total portfolio over the last three years. Honestly, you can't ignore the value of a good financial advisor-just make sure to do your homework and find a trustworthy fiduciary.

    • @DanöVee
      @DanöVee 23 วันที่ผ่านมา +2

      @@HotManP-l5g This is the direction I want to take with my finances as I prepare for retirement. Can you recommend the advisor who helped you get ahead?

    • @HotManP-l5g
      @HotManP-l5g 23 วันที่ผ่านมา +1

      @@DanöVee I recommend seeking out financial advisors like Annette Marie Holt, who can guide you through investing, insurance, securing retirement funding, exploring tax benefits, and creating a volatility buffer to manage investment risks. Given the challenges ahead, effective personal finance management will be crucial.

    • @leojack9090
      @leojack9090 15 วันที่ผ่านมา +1

      Thank you for sharing, I must say, Annette appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.

  • @Robby767
    @Robby767 18 วันที่ผ่านมา +724

    I’m curious to see how it’s going to affect us, especially for those of us on fixed incomes

    • @Kseniaramesh
      @Kseniaramesh 18 วันที่ผ่านมา

      Yes, and while everyone talks about the new brackets, I think there’s more to it than just the numbers. It’s about how those changes affect each of us, right? Tax laws shift all the time, and they can either help or really hurt if you don’t stay on top of them

    • @mariadrukker2557
      @mariadrukker2557 18 วันที่ผ่านมา +1

      Absolutely. I saw an article about it, and there were so many potential pitfalls. For instance, higher tax brackets can trigger unexpected costs, like Medicare premiums, if your income pushes you up just slightly. And that’s something they don’t always tell you!

    • @Annie2229
      @Annie2229 18 วันที่ผ่านมา

      Exactly! I spoke to a friend who uses Eric Paul Elmer, a financial advisor who’s worked with everyone from celebrities to folks just like us. He’s big on helping people navigate these kinds of issues without getting tripped up by all the fine print

    • @Will54rol
      @Will54rol 18 วันที่ผ่านมา

      Eric Paul Elmer? I’ve heard of him. Apparently, he’s worked with billionaires and politicians but also helps regular folks avoid mistakes, like accidentally pushing themselves into a higher bracket or missing a deduction they’re eligible for.

    • @MONROEJACQ
      @MONROEJACQ 18 วันที่ผ่านมา +1

      That’s the thing. It’s easy to think, 'Oh, it’s just a tax bracket change,' but it can lead to missed opportunities or unexpected costs if you’re not careful. With Eric Paul Elmer, I’ve heard he takes the time to look at every angle, so you’re not just reacting to these changes but actually planning ahead

  • @NormanGhali
    @NormanGhali 3 วันที่ผ่านมา +758

    How can I maximize my investment portfolio without having to be taxed to the teeth whenever I liquidate my assets? I currently have about 80k in stocks and some more in the crypto market.

    • @BarryWhite-h9m
      @BarryWhite-h9m 3 วันที่ผ่านมา +2

      True, the tax codes can be unfavourable. I can definitely relate with this.

    • @Redwood4040
      @Redwood4040 3 วันที่ผ่านมา +2

      Haha but you could actually make a lot of profit and not worry too much about taxes. It's all about playing the game well. I work with a financial advisor and I make sizeable profit north of 300k every quarter without even doing much.

    • @JoelCharisma-q5u
      @JoelCharisma-q5u 3 วันที่ผ่านมา +1

      That's incredible. Please could you recommend who you work with so I could check them out?

    • @Redwood4040
      @Redwood4040 3 วันที่ผ่านมา

      I work with Marissa Lynn Babula. She's not hard to find. Just check her out on her website and you can contact her.

    • @gregorywhem
      @gregorywhem 3 วันที่ผ่านมา

      Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

  • @TradingDecoded
    @TradingDecoded 25 วันที่ผ่านมา +106

    I say audit the government. If anyone knew how much unnecessary money the government spends it would make you sick. If we cut back on that spending, we could easily abolish the income tax altogether.

    • @ieatorphansandchildren
      @ieatorphansandchildren 23 วันที่ผ่านมา

      Nope, lies, anyone who is critical or negative of our current administration is WORKING WITH RUSSIANS AS A SPY TO SPREAD DISINFORMATION!
      According to "DA data" this is the BEST ECONOMY OF ALL TIME, JOEY WAS THE JESUS OF MODERN ECONOMICS AND SAVED US ALL, AND WE HAVE 2 JOBS FOR EVERY 1 JOB SEEKER!(ALL RECENT GRADS COMPLAINING ABOUT JOBS OR THE 60 BILLION+ VIDS ON TIKTOK/TH-cam OF YOUNG AMERICANS MENTIONING HOW BAD THINGS ARE ARE ALL RUSSIAN SPIES!

    • @hhill35
      @hhill35 21 วันที่ผ่านมา

      Fk our gov

    • @TheAymoneShow
      @TheAymoneShow 19 วันที่ผ่านมา +6

      🗣️ I say this all the time!

    • @JankyShack
      @JankyShack 5 วันที่ผ่านมา +7

      Department of Government Efficiency

    • @govinda102000
      @govinda102000 5 วันที่ผ่านมา +3

      @@JankyShack yep. New department with a new staff led by TWO very rich business men.

  • @MikelAntonio-n6y
    @MikelAntonio-n6y 16 วันที่ผ่านมา +429

    Election is one of those things that could really contribute to portfolio growth and vice versa. I've been going hard with my investments this year and have been able to build up to 180k. Are there tips I could apply to help me grow my portfolio even more during this election season?.

    • @Joanmacduff
      @Joanmacduff 16 วันที่ผ่านมา

      Well detailed video. Things are a bit strange right now. Inflation is making the dollar weaker for buying things like basic needs, but it's getting stronger against other stuff. So, stuff like stocks, houses and precious metals aren't doing so great because folks are putting their money into banks for safety but I'm worried about my retirement savings losing value fast

    • @Joanmacduff
      @Joanmacduff 16 วันที่ผ่านมา

      If you are in cross roads or need sincere advice on the best moves to take now its best you seek an independent advisor who knows about the financial markets. It's better to hire a skilled financial planner especially if you're not one yourself. I hired one, after my retirement pension took a hit in April due to the crash

    • @MikelAntonio-n6y
      @MikelAntonio-n6y 16 วันที่ผ่านมา +1

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @Joanmacduff
      @Joanmacduff 16 วันที่ผ่านมา +2

      My CFA ’Gabriel Alberto William a renowned figure in her line of work. I recommend researching his credentials further. he has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @MikelAntonio-n6y
      @MikelAntonio-n6y 16 วันที่ผ่านมา

      Thank you for putting this out, it has rekindled the fire to my goal

  • @robertwendal5894
    @robertwendal5894 26 วันที่ผ่านมา +125

    This video should be played in highschool. You explain everything so well with graphics to demonstrate.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +1

      It should be banned in all schools, universities and colleges. Like all good stuff it's way too informing.

    • @bardisteel5246
      @bardisteel5246 26 วันที่ผ่านมา +7

      I agree. My son just graduated with 4 year degree and was asking me if getting a smaller pay rate would be better for him because it would keep him in lower bracket 😅 I had to explain how this works and only the amount over the lower bracket would be taxed at the higher rate not to mention the standard deduction and the amount he places in 401k. Schools send our kids out into the world with no financial know how. It’s upto the parents and unfortunately not enough parents can explain it either.

    • @robertwendal5894
      @robertwendal5894 26 วันที่ผ่านมา

      @@bardisteel5246 it's funny because we had this conversation with our son two nights ago, he surpassed $80k for the first time in October and he was assuming he would have to put away more for taxes because he may hit $100k before the year was over. He assumed his entire earnings would be hit with the top percentage.

    • @larrycampbell6133
      @larrycampbell6133 25 วันที่ผ่านมา +5

      I’ve always said high schools need to put in place classes regarding Finances (even just the basics), Home Economics (so many people don’t know how to cook anymore, and eat out at every meal and then wonder why they’re broke), and even some other very simple life skills like changing a tire or basic auto shop, woodworking or other similar trade, etc. So many things have been replaced that don’t prove as valuable in the future

  • @AddilynTuffin
    @AddilynTuffin 25 วันที่ผ่านมา +215

    Increasing tax rates are the reason I rolled over my 401k to a Roth. I don’t want to be 59 paying taxes on current income on withdrawals made from my retirement account. I'm now seeking best possible areas or strategy to keep my retirement contributions on track to my $5m goal.

    • @AGNESCHANG-u9h
      @AGNESCHANG-u9h 25 วันที่ผ่านมา +3

      Pre-tax contributions may help reduce income taxes in your pre-retirement years while after-tax contributions may help reduce your income tax burden during retirement.

    • @Dollrnri
      @Dollrnri 25 วันที่ผ่านมา +1

      Both have their perks but you can also save for retirement outside of a retirement plan, such as in an individual investment account or employing the services of a retirement planner.

    • @carolynrose1816
      @carolynrose1816 25 วันที่ผ่านมา +3

      That's right, My advisr helped me rebalance my $2m portfolio without triggering capital gains taxes by using tax-advantaged accounts and reallocating dividends and new contributions. They also recommended tax-loss harvesting and strategies to stay within my tax bracket. Thanks to her guidance, I maintained my desired asset allocation while minimizing taxes.

    • @NO-TIME170
      @NO-TIME170 25 วันที่ผ่านมา +1

      Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

    • @carolynrose1816
      @carolynrose1816 25 วันที่ผ่านมา +2

      Jennifer Leigh Hickman is the licensed CFA I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

  • @972Blake
    @972Blake 12 วันที่ผ่านมา +6

    For those of us in the $47,151 to $100,525 2024 bracket, we're not getting that much relief. I went from getting healthy returns, to borderline paying the IRS all while claiming 0.

    • @StarVee-iw3zm
      @StarVee-iw3zm วันที่ผ่านมา +2

      Exactly. Nonsense 😑

  • @romainbayart8536
    @romainbayart8536 23 วันที่ผ่านมา +236

    As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @martinasaunders2378
      @martinasaunders2378 23 วันที่ผ่านมา

      As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @epraimwike1405
      @epraimwike1405 23 วันที่ผ่านมา

      Waking up every 14th of each month to 210,000 dollars it's a blessing to I and my family... Big gratitude to Sandra Levi 🙌🏻

    • @muhammedzainab2582
      @muhammedzainab2582 23 วันที่ผ่านมา

      Yeah, 253k from Sandra levi, looking up to acquire a new House, blessings.

    • @ArthurTuttucastilho
      @ArthurTuttucastilho 23 วันที่ผ่านมา

      Started with 5,000$ and Withdrew profits
      89,000$

    • @timothyjohn5454
      @timothyjohn5454 23 วันที่ผ่านมา

      I'm glad to write her tay I do hope she will help handle my paycheck properly☺️☺️☺️

  • @danellequick3622
    @danellequick3622 3 วันที่ผ่านมา +2

    A good CPA makes such a difference. I always went to HR Block. The tax guy I was working with was telling me I had to pay tax on the student loan I had forgiven. I was upset,but about to pay.The branch mgr happened to arrive and corrected his mistake. As I was low income I did not have to pay the tax She helped me file an insolvency form and that was it. Saved me Three hundred in seconds. So grateful for her and her knowledge.

  • @julieo4580
    @julieo4580 26 วันที่ผ่านมา +77

    Single taxpayers get screwed whether it's filling their taxes, car insurance or deductions. It's such bs

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +34

      Agreed. Singles should file a class action lawsuit against the IRSS for prejudice. If a man can identify as a woman in today's society. Then as single, I should be able to identify as married.

    • @mainegreengrower4209
      @mainegreengrower4209 23 วันที่ผ่านมา +9

      ​@fromthepeanutgallery1084 I'm going agree with you..and I identify as "I payed my taxes for the rest if my life"..

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 23 วันที่ผ่านมา +1

      @@mainegreengrower4209 Hahaaaaaahaaaaaaaa Good one!

    • @rM-bz6eo
      @rM-bz6eo 23 วันที่ผ่านมา

      Facts facts all day ​@@fromthepeanutgallery1084

    • @NoNames-vw3bq
      @NoNames-vw3bq 8 วันที่ผ่านมา +8

      *single with no dependents - that's who gets screwed the worst & forced to kick in the most support with the least return on their 'investment'

  • @ramonurena3587
    @ramonurena3587 24 วันที่ผ่านมา +13

    Dude I have dealt with so many called CPA-Accountants and I have yet to find or came across that have the knowledge and ability that you with the tax codes. I commend you and thank you for all you share in your videos. Hope one day to find a CPA that cares about my finances as much as you care about your clients finances.

  • @Emily-le2op
    @Emily-le2op 11 วันที่ผ่านมา +605

    I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200,000 to create a strong investment portfolio, which stocks would you choose for better returns?

    • @merlinfitz
      @merlinfitz 11 วันที่ผ่านมา +3

      I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.

    • @ConradGosling
      @ConradGosling 11 วันที่ผ่านมา +3

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

    • @JordanReam8186
      @JordanReam8186 11 วันที่ผ่านมา +2

      I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?

    • @ConradGosling
      @ConradGosling 11 วันที่ผ่านมา +3

      I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Sophia Irene Powell for years and highly recommend her. Look her up to see if she meets your criteria.

    • @lawrenceHart-ys2ct
      @lawrenceHart-ys2ct 11 วันที่ผ่านมา +2

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @danielk7783
    @danielk7783 26 วันที่ผ่านมา +13

    I’m a first time watcher. Very nice presentation. Thank you.

  • @Justinfred11
    @Justinfred11 2 วันที่ผ่านมา +4

    Small taxes can affect investment decisions such as whether to choose tax-free municipal bonds over taxable bonds or do a Roth IRA conversion. I’ve been sitting on over $745K equity from a home sale and I want to invest on the stock market, how do I achieve this without being taxed twice?

    • @sueellenmcgoey
      @sueellenmcgoey 2 วันที่ผ่านมา

      In the same situation.
      Definitely do not want to lose 20% to Capitol gains

    • @Joegolberg1
      @Joegolberg1 2 วันที่ผ่านมา

      There’s more benefit to holding fixed-income assets in tax-deferred retirement accounts as opposed to taxable accounts. If you're not who understands strategies to invest in the market, seek a Financial advisor to guide you.

    • @emilydonna1
      @emilydonna1 2 วันที่ผ่านมา

      Indeed, I did make use of a financial counselor. As I get closer to retirement, their advice has been really helpful. I thought compound interest on index funds wouldn't be sufficient because I started late. It's amusing how I've done better than colleagues who have more years of investment experience. I've profited more than $886k tax free.

    • @Justinfred11
      @Justinfred11 2 วันที่ผ่านมา

      this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @emilydonna1
      @emilydonna1 2 วันที่ผ่านมา

      GREGORY LEO CATTEL is the licensed FA I work with, I can't speak much about him you should make a search with his name, you'd find the necessary details to schedule an appointment.

  • @StalinUndav
    @StalinUndav 14 วันที่ผ่านมา +515

    Tesla “TSLA” shares surge with CEO Elon Musk's involvement in the US election seemingly pays off after President-elect Donald Trump's win. which stocks could potentially become the next in terms of growth over the next few months. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance.

    • @HenriqueOrson-t6s
      @HenriqueOrson-t6s 14 วันที่ผ่านมา

      I have a few examples of stocks like this in my own portfolio. And I also diversified into other Assets All of which are up by 60% or more in just a few days but still look like attractive investment opportunities. but such executions are usually carried out by lnvestment experts or advlsors with experience

    • @MarieVincente87
      @MarieVincente87 14 วันที่ผ่านมา

      Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.

    • @NandaHernandez-h9r
      @NandaHernandez-h9r 14 วันที่ผ่านมา

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @MarieVincente87
      @MarieVincente87 14 วันที่ผ่านมา

      I work with Elisse Laparche Ewing as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

    • @SlavoPetrovic-n1k
      @SlavoPetrovic-n1k 14 วันที่ผ่านมา

      Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.

  • @ivonnemichael5680
    @ivonnemichael5680 26 วันที่ผ่านมา +191

    My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit

    • @cherylcressey
      @cherylcressey 26 วันที่ผ่านมา

      Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisor and found someone with the highest qualifications. He has contributed to my reserve increasing from $275k to $850k despite inflation

    • @ivonnemichael5680
      @ivonnemichael5680 26 วันที่ผ่านมา

      Please can you leave the info of your lnvestment advisor here? I’m in dire need of one

    • @cherylcressey
      @cherylcressey 26 วันที่ผ่านมา

      Credits goes to Gabriel Alberto William one of the finest portfolio managers in the field. He's widely recognized; you should take a look at his work by researching his name

    • @ivonnemichael5680
      @ivonnemichael5680 26 วันที่ผ่านมา

      I just looked him up on the web with his full name and I would say he really has an impressive background in investing. I will write him an email shortly

  • @MrDankzz-y7t
    @MrDankzz-y7t 27 วันที่ผ่านมา +168

    How about instead of the government passing tax bracket laws and all other laws maybe we the people should vote on them instead as they affect our lives not there’s what kind of free country is America if we have no other vote except for who gets to be the next political party?

    • @jamescampbell4751
      @jamescampbell4751 26 วันที่ผ่านมา +8

      That's not how things work. I'm not saying it's perfect, because it's not, but it cannot work the way you are suggesting.

    • @supliiiiiieeeeees
      @supliiiiiieeeeees 26 วันที่ผ่านมา +22

      I don't know about anyone else here... but how about the government stops taking our money for everything we do?

    • @jTrendzzz
      @jTrendzzz 26 วันที่ผ่านมา +10

      We vote for the people who essentially make these decisions.

    • @mekko1413
      @mekko1413 26 วันที่ผ่านมา

      Your ignorance on voting is astounding. You must be one of those we are a democracy morons. We are not a democracy.

    • @cjhan47
      @cjhan47 26 วันที่ผ่านมา +12

      That is not how a republic, which we are, works. Spend less time On the Rogan podcast and read a little.

  • @richardhudson1243
    @richardhudson1243 17 วันที่ผ่านมา +85

    The US economy cannot survive without continuous credit and debt creation. The FED will print more money and the average American will go just that much further in debt. Meanwhile, foreigners lust for the greenbook. Their economies are in worse condition than the US... if that's even possible. Someone is going to be left holding the bag and a cautious outlook regarding a potential recession..

    • @winifred-k9e
      @winifred-k9e 17 วันที่ผ่านมา

      They do say gold will crash in a liquidity crunch However, many of those holding precious metals are preparing for such an event. So they are unlikely to be forced sellers. The paper market would tank and hopefully collapse.

    • @hoosier-daddy-wv5gi
      @hoosier-daddy-wv5gi 17 วันที่ผ่านมา +1

      I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.

    • @JacobsErick-u8r
      @JacobsErick-u8r 17 วันที่ผ่านมา +1

      we’re only just an information away from amassing wealth, I know a lot of folks that made fortunes from the Dotcom crash as well as the 08’ crash and I’ve been looking into similar opportunities in this present market, could this consultant that guides you help?

    • @hoosier-daddy-wv5gi
      @hoosier-daddy-wv5gi 17 วันที่ผ่านมา

      My Financial Consultant is Melissa Terri Swayne. I found her on a Kiyosaki interview where she was featured and reached out to her afterwards. She has since provided entry and exit points on the securities I focus on. You can run a quick online search with her name if you care for supervision. I basically follow her market moves and haven’t regretted doing so

    • @LUCIASMITH-d1z
      @LUCIASMITH-d1z 17 วันที่ผ่านมา +1

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @Anna-ll3yy
    @Anna-ll3yy 22 วันที่ผ่านมา +151

    *I'm glad you made this video* it reminds me of my transformation from a nobody to good home, $89k biweekly and a good daughter full of love..

    • @PeterFredrick-x5u
      @PeterFredrick-x5u 22 วันที่ผ่านมา

      As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @Fernandosasx
      @Fernandosasx 22 วันที่ผ่านมา

      Yes! I'm celebrating £32K stock portfolio today...
      Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family an…

    • @SarahHHolland
      @SarahHHolland 22 วันที่ผ่านมา

      when someone is straight forward and good at what she does best. People will always speak for them. For me I can would say give Mrs Jenna Brooklyn of finance education a try and you be happy you did

    • @rajaee201h46
      @rajaee201h46 22 วันที่ผ่านมา

      Started with 5,000$ and Withdrew profits
      89,000$

    • @Karemmuncle
      @Karemmuncle 22 วันที่ผ่านมา

      I'm glad to write her tay I do hope she will help handle my paycheck properly☺️☺️☺️
      Can I start with as low as $1,000?

  • @Frugal12
    @Frugal12 26 วันที่ผ่านมา +69

    Well, considering this is only a 2.8% change from 2024, and one of the lowest in recent history, let’s at least be honest about things. This is in no way doing us any favors in light of the current economy we are dealing with. It still puts us going in the wrong direction when compared to the inflation rates we face every day all year long.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +11

      Exactly. Listen to this con. Went to Home Depott and bought some carpet. Paid for:
      1. Carpet cost.
      2. Sales Tax
      3. Carpet "shepherding" charge of a few dollars.
      I've noticed almost everything we buy in CA has a 3rd charge (hidden tax) No could no-one tell me what that word meant and what it was for. Perhaps if it was a wool carpet it may have made sense, but it was cheap carpet made in China probably of plastic. Charges ranging from "convenience fees" when paying with a credit card in addition to the 18 to 35% interest charge and the charges. We pay far more tan the fake "tax rates" on income. When all said and done we probably pay more like 60% of our income in taxes.

    • @calvinthompson8661
      @calvinthompson8661 25 วันที่ผ่านมา +2

      @@fromthepeanutgallery1084Those are State/local taxes you are referring to. We all have to press our state politicians to address this strong arm robbery. California is among the worst.

    • @consco3667
      @consco3667 25 วันที่ผ่านมา

      Notice they raised taxes higher than the 2.5% COLA for SSI recipients. Designed to keep us poor

    • @sharonbousquet9137
      @sharonbousquet9137 25 วันที่ผ่านมา +3

      The inflation rate is now down to 2.3 %

    • @consco3667
      @consco3667 25 วันที่ผ่านมา +8

      @@sharonbousquet9137 my grocery bill says you are way off

  • @JonesFamilyRanch
    @JonesFamilyRanch 25 วันที่ผ่านมา +3

    This is a great video. Straight forward, well explained, and easily followed. I just started watching and by far, you are in the top 10 for talking taxes. Thank you!

  • @sarawilliam696
    @sarawilliam696 9 ชั่วโมงที่ผ่านมา +3

    These frequent tax code changes are disrupting my long-term investment strategies. Are there ways to structure my investments to be more resilient to potential tax code modifications?

    • @brucemichelle5689.
      @brucemichelle5689. 8 ชั่วโมงที่ผ่านมา +1

      I honestly think America needs a completely restructure of their political system. It is just not working. Trump and Biden being elected out of 300 million people to run the country is evidence for that too.

    • @NicholasHarmon-ow3jl
      @NicholasHarmon-ow3jl 8 ชั่วโมงที่ผ่านมา +2

      This is why the US should elect more progressive politicians, who know how to manage budgets and give us (yes, pur country's initials literally spell out that pronoun) much better tax credits in return for better public education and better public healthcare. but since these are nonexistent, my husband and I are being guided to finance our retirement and healthcare through a diversified investment portfolio

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 8 ชั่วโมงที่ผ่านมา +1

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @NicholasHarmon-ow3jl
      @NicholasHarmon-ow3jl 8 ชั่วโมงที่ผ่านมา

      ‘’Aileen Gertrude Tippy” is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @NicholasHarmon-ow3jl
      @NicholasHarmon-ow3jl 8 ชั่วโมงที่ผ่านมา +1

      I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look her up and send her a message. You've truly motivated me. Thanks.

  • @dannywalters958
    @dannywalters958 23 วันที่ผ่านมา +105

    The thing about most of these taxes especially Investment ones is that there are a lot of loopholes and literally a lot of money can be saved on them but most people tend to take the passive and conventional approach, opting for the "easiest" but way more expensive solutions

    • @wonderfully_madeJake
      @wonderfully_madeJake 23 วันที่ผ่านมา +1

      How though?

    • @broandking
      @broandking 23 วันที่ผ่านมา +2

      any tips man?

    • @MandyLuke
      @MandyLuke 23 วันที่ผ่านมา +3

      I feel this way too sometimes. how do you do it

    • @dannywalters958
      @dannywalters958 23 วันที่ผ่านมา +9

      Why is everybody so interested? I didn't say I knew how but I found this out after I started using an actual FA for my investments and and saw how much tax they could legally get around while still making you more money than you did on your own

    • @Kortneylove-1
      @Kortneylove-1 23 วันที่ผ่านมา +2

      Nice. I've been considering going into this sort of thing for sometime now... Heard its a nice way to make some extra funds... How do you get a good f.a and how expensive are they...

  • @dilipdesai7234
    @dilipdesai7234 3 วันที่ผ่านมา +6

    I hope the Trump team can get rid of tax on Social Security earning. We have paid triple tax on that income.

    • @danielm6801
      @danielm6801 ชั่วโมงที่ผ่านมา

      the trump administration literally created this current tax system and will renew it (for the worse) in 2025. So buckle up, he does not care about your social security money whatsoever. This current tax plan has gotten worse and worse for all low and middle class earners over the last 8 years.

  • @alexlucas7264
    @alexlucas7264 25 วันที่ผ่านมา +162

    Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.

    • @bradleywellington8624
      @bradleywellington8624 25 วันที่ผ่านมา +3

      I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.

    • @luckyree3841
      @luckyree3841 25 วันที่ผ่านมา

      How
      ..? Am a newbie in crypto investment, please can you guide me through on how you made profit?

    • @bradleywellington8624
      @bradleywellington8624 25 วันที่ผ่านมา

      Thanks to Mrs Deborah Davis.

    • @bradleywellington8624
      @bradleywellington8624 25 วันที่ผ่านมา

      She's a licensed broker here in the states

    • @richardsami9493
      @richardsami9493 25 วันที่ผ่านมา

      YES!!! That's exactly her name (Deborah Davis) so many people have recommended highly about her and am just starting with her 😊 from Brisbane Australia🇦🇺

  • @SJ-zu6wh
    @SJ-zu6wh 24 วันที่ผ่านมา +4

    We never paid taxes on income under 25,000 and now we pay 10%

  • @Madrasschebe
    @Madrasschebe 18 วันที่ผ่านมา +57

    I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.

    • @Brightenedrim
      @Brightenedrim 18 วันที่ผ่านมา +2

      Don't put all your eggs in one basket; instead, diversify into different asset classes to mitigate risk. If you lack extensive knowledge, consult a financial advisor.

    • @Frankweily
      @Frankweily 18 วันที่ผ่านมา +4

      Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.

    • @ThomAlexanderGmaan
      @ThomAlexanderGmaan 18 วันที่ผ่านมา

      Pls how can I reach this expert, I need someone to help me manage my portfolio.

    • @Frankweily
      @Frankweily 18 วันที่ผ่านมา +5

      Melissa Elise Robinson is the licensed advlsor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @ThomAlexanderGmaan
      @ThomAlexanderGmaan 18 วันที่ผ่านมา

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @Angelo-fo8de
    @Angelo-fo8de 26 วันที่ผ่านมา +72

    When everything is a tax in America you pay more like 60 percent of your income !

    • @ericp3573
      @ericp3573 26 วันที่ผ่านมา +17

      no lie, sales tax, property tax, car insurance is basically a tax to drive, tax on gasoline, the list is long

    • @great0789
      @great0789 26 วันที่ผ่านมา +11

      Now... don't forget that everything you are buying is now 2x more expensive too thanks to the layers of taxes built into the price!
      Yay taxes!
      Each and every taxpayer now has a $270k debt burden... plus interest... placed on their backs by government debt.

    • @mosijahi3096
      @mosijahi3096 26 วันที่ผ่านมา +2

      Yes and you might as well be on the European structure of taxes.

    • @mr2_mike
      @mr2_mike 25 วันที่ผ่านมา

      Canada is 5x worse.

    • @mainegreengrower4209
      @mainegreengrower4209 23 วันที่ผ่านมา

      ​@@ericp3573don't forget solar and electric cars..those are taxes also..

  • @kevkev5935
    @kevkev5935 26 วันที่ผ่านมา +48

    We don't have a revenue problem we have a spending problem. Cut all the pork and focus on what the constitution outlines, and federal income taxes will be a thing of the past like the founding fathers intended.

    • @NathanZSolomon
      @NathanZSolomon 25 วันที่ผ่านมา +4

      Yep!! I recommend a Constitutional Amendment that prioritizes spending: Debt - at least $1T/yr, Debt. Int., DoD, Soc. Sec., then whatever is left Congress can allocate. Once the Debt is fully paid then We The People will vote how to allocate money again.

    • @mainegreengrower4209
      @mainegreengrower4209 23 วันที่ผ่านมา +1

      Hundreds of billions to other countries is a spending problem?!?!.. ok you have a brain

    • @peoriaos6627
      @peoriaos6627 23 วันที่ผ่านมา

      Our biggest problem is dummycraps know nothing of financial matters.

    • @TheAymoneShow
      @TheAymoneShow 19 วันที่ผ่านมา

      👏🏾

  • @MEKAKUSHI005
    @MEKAKUSHI005 26 วันที่ผ่านมา +5

    Very good information! Extremely clear and to the point. I have a couple questions about the capital gains for a short term gain. (1) If you had a gain under the standard deduction of $14,600 for 2024 or $15,000 for 2025 will there be any tax paid if this is the only income//Do you even file taxes? (2) And if there is income would you treat the short term gain of any amount $1-$1,000,000+ as ordinary income? Thank You.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา

      Yes. You wont have to pay any taxes. But your accountant will be pissed because he wont get paid.

  • @02JAN1970
    @02JAN1970 26 วันที่ผ่านมา +3

    Great job Sherman, I subscribed. Nice, clear information and how it impacts the individual.

  • @UmeshPariyar-t7m
    @UmeshPariyar-t7m 24 วันที่ผ่านมา +51

    *I had problem comprehending trading in general. I tried watching other TH-cam trading channels, but they made the concepts more complicated. I was almost giving up until when i discovered content and explain everything in detail. The videos are easy to Follow*

    • @satangjaiteh-i5v
      @satangjaiteh-i5v 24 วันที่ผ่านมา

      I've been making a lot of looses trying to make profit trading. I thought trading on a demo account is just like trading the real market. Can anyone help me out or at least advise me on what to do?

    • @jorgkundrath
      @jorgkundrath 24 วันที่ผ่านมา

      Trading on a demo account can definitely feel similar to the real market, but there are some differences. It's important to remember that trading involves risks and it's normal to face looses sometimes. One piece of advice is to start small and gradually increase your investments as you gain more experience and confidence. It might also be helpful to seek guidance from experienced traders or do some research on different trading strategies

    • @AdanSameer-i2u
      @AdanSameer-i2u 24 วันที่ผ่านมา

      I will advise you should stop trading on your own if you keep losing.

    • @AdanSameer-i2u
      @AdanSameer-i2u 24 วันที่ผ่านมา

      If you can, then get a professional to trade for you i think that way your assets are more secure

    • @AdanSameer-i2u
      @AdanSameer-i2u 24 วันที่ผ่านมา

      I'd recommend JUDY, ARIANNA her profit is great even when there's a dip

  • @nicolerichter-smith2573
    @nicolerichter-smith2573 26 วันที่ผ่านมา +2

    Thank you for sharing. As someone who enjoys being able to do my own taxes, this is very informative.

  • @JulioMangru
    @JulioMangru 26 วันที่ผ่านมา +113

    There is a systemic problem -- greed. We have allowed many of our economic sectors, to take advantage of the American people. It's disgusting and frightening for the future of our country. My wife and I will be retiring in the next two years n another country. We are absolutely worried that SSI will no longer be funded. we'll have to rely on my pension, a 403 (b) and a very prolific lnvestment account with my Abby Joseph Cohen my FA. Our national debt is bloating and expanding every month. Our government needs to get spending under control and cut the federal budget.

    • @JulioMangru
      @JulioMangru 26 วันที่ผ่านมา +2

      ​@PoshanMindWell her name is 'ABBY JOSEPH COHEN SERVICES'. Just research the name. You'd find necessary details to set up an appointment.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +1

      Don't worry. A person with your income from other investments and being married will pay back 85% of your SSI to keep the system going, It won't run out,

    • @KhristyDrysdale
      @KhristyDrysdale 26 วันที่ผ่านมา +1

      Abby Joseph Cohen Services has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

    • @KhristyDrysdale
      @KhristyDrysdale 26 วันที่ผ่านมา

      The very first time we tried, we invested $7000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @SallyMeyerz
      @SallyMeyerz 26 วันที่ผ่านมา +4

      I keep tellng my husband there is no difference between the parties. Each one gets to promote its corporate sponsors during their time in power.

  • @888strummer
    @888strummer 4 วันที่ผ่านมา +2

    So someone who makes $45,000 will be in the 12% tax bracket, but someone who makes $50,000 will be in the 22% bracket?

    • @manniefreh
      @manniefreh 4 วันที่ผ่านมา

      Only on that extra $5,000

    • @888strummer
      @888strummer 4 วันที่ผ่านมา

      @@manniefreh no; it doesnt work that way

  • @TheRealEdStoner
    @TheRealEdStoner 26 วันที่ผ่านมา +19

    Instead of no tax on tips or overtime just double or triple the standard deduction. Everyone would benefit.

    • @maryrenaud6732
      @maryrenaud6732 26 วันที่ผ่านมา +12

      Trump actually was the President who increased the Standard deduction.

    • @TheRealEdStoner
      @TheRealEdStoner 26 วันที่ผ่านมา

      @@maryrenaud6732 I know but do it again instead of no tax on tips and overtime.

    • @George-hl2xm
      @George-hl2xm 26 วันที่ผ่านมา

      @@maryrenaud6732yeah but everything else he did sucks like trying to kill Obama care without a good back up 🙄

    • @cjhan47
      @cjhan47 26 วันที่ผ่านมา

      @@erzabetf9544 Some people simply don't live in reality.

    • @tedosmond413
      @tedosmond413 26 วันที่ผ่านมา +1

      @@maryrenaud6732 go cult!

  • @georgetteetourneaux3350
    @georgetteetourneaux3350 26 วันที่ผ่านมา +1

    Great Info! We removed some money from our retirement IRA (we are over 60) and Raymond James kept 22% of it- did not even give us that part. OUCH- almost 1/4 of it went bye bye. So frustrating.

  • @flybirds2024
    @flybirds2024 26 วันที่ผ่านมา +44

    Sorry, I know that I could really save on taxes if I married again but honestly to me I would rather pay the increased taxes!

    • @traveler320ak7
      @traveler320ak7 26 วันที่ผ่านมา +5

      Me toooooooo😂

    • @JerryJ84
      @JerryJ84 26 วันที่ผ่านมา +9

      A wife is a much greater expense than any tax braket.

    • @ginger6582
      @ginger6582 26 วันที่ผ่านมา +4

      2 married friends of mine got a divorce because of their taxes. They still live together but file separately.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +3

      Hahaaaaaaaaaahaaaaaaaaaahhaaaaaaaaaaa. My first good belly laugh in months.

    • @ericseeger462
      @ericseeger462 26 วันที่ผ่านมา +1

      It is 2024, and no one will judge you, even the IRS, if you marry your dog! Just a contract marriage! LOlO

  • @jakeizlove
    @jakeizlove 26 วันที่ผ่านมา +14

    Most of whatever ‘tax break’ given to low earners would be eaten up by inflation. Basically, they’re playing on people’s inability or refusal to think critically.
    Someone should challenge these tax policies (to see if the IRS has exceeded it’s authority) while the Supreme Court is relatively sane.

    • @LegDayLas
      @LegDayLas 25 วันที่ผ่านมา

      The supreme Court is long since bought out. There isn't a shred of nationalism left in our government.

  • @greghelton4668
    @greghelton4668 25 วันที่ผ่านมา +2

    I used to work overseas when the foreign income exemption was about $75k. Corporations have no limit to what they can deduct. Something isn’t right, especially since the SCOTUS ruled corporations are people.

    • @joyschlomer6866
      @joyschlomer6866 3 วันที่ผ่านมา

      Thank you all of these people steering in direction to demonize govt workers etc. that is the deal right there… they burden infrastructure, barely pay living wages and don’t pay their share into tax system in America. Try to make as complicated as you want but it still comes down to poor pay more of their wage and worth than wealthyspecially corporate robber barons of today. OR they’re too tired raising kids and working miserable jobs to get “tricky” with their finances. Oh and new thing , companies literally stealing peoples money when these simple but hardworking people do try to get savvy with their money. Paper mill just did this, they would’ve never tried this crap even 10 years ago. Some of you bragging how smart you find yourselves kind make me want to puke. But you go on , this the site for you , you’ll have one less audience cause I’m leaving 🤮

  • @patrickkerner1471
    @patrickkerner1471 26 วันที่ผ่านมา +17

    The waste in Smerica is incredible!

  • @YooooouKnowwwww
    @YooooouKnowwwww 2 วันที่ผ่านมา

    New to the channel, but thank you for making things digestible.

  • @ibrahimaisaadan
    @ibrahimaisaadan 21 วันที่ผ่านมา +207

    As a successful entrepreneur, i love your videos and the content you put out there. I listen very keenly to your advice. This doesn't stop me from beckoning on the leadership of Julianne Iwersen Niemann. A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong

    • @florianmadison
      @florianmadison 21 วันที่ผ่านมา

      That's great advice! Julianne Iwersen Niemann's perspective on investments as a long-term growth strategy, much like a well-planted tree, is a solid analogy. A good investment strategy should be resilient enough to endure market fluctuations while still growing over time. It's essential to have a strong plan that balances risk and reward, much like cultivating a tree that thrives even in tough conditions. Working with a seasoned expert like Julianne can help ensure your financial decisions lead to sustainable growth.

    • @Erikkurilla01
      @Erikkurilla01 21 วันที่ผ่านมา

      I’ve heard of her
      How can i reach her, if you don't mind me asking?

    • @Erikkurilla01
      @Erikkurilla01 21 วันที่ผ่านมา

      I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get

    • @Erikkurilla01
      @Erikkurilla01 21 วันที่ผ่านมา

      I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get

    • @georgestone0123
      @georgestone0123 21 วันที่ผ่านมา

      The thing is people often doubt the prospects of financial advisors like Julianne Iwersen Niemann in business/markets today.

  • @NahFam13
    @NahFam13 11 วันที่ผ่านมา

    I loved how easily you explained everything. It was clear, direct, and no frills. 10/10 work on the research, and summarization.
    Kinda sucks that the changes to health plan coverage/deductible decreases for certain plans become illegible for HSA/HRAs. The health plan I've had since I started with my company dropped a huge margin in deductibles both in-network, and out-of-network which lead to the restriction. I opted for a higher monthly/higher deductible plan because of the benefits of having the HSA/HRA plans especially those which participate in investment conversions.

  • @toxadodo
    @toxadodo 26 วันที่ผ่านมา +41

    Correction: 12% to 22% isn't a 10% increase. It's a 10% point difference and an 83.33% increase.

    • @hanko5750
      @hanko5750 26 วันที่ผ่านมา +5

      And this is a CPA ... hmmmm?

    • @porscheoscar
      @porscheoscar 26 วันที่ผ่านมา +1

      ​@@hanko5750yes the same CPA that immediately mentioned migrants when discussing the down payment assistance proposal by the Vice President. It's a program that will overwhelmingly benefit families who have been in American intergenerational poverty (aka perennial renters) who never grow family networth by building home equity. It would lift more people out of the lower middle class and into the and into the stable middle class than any other proposal because the equity comes from the private market and not tax gimmicks.

    • @nunyabidness3075
      @nunyabidness3075 26 วันที่ผ่านมา +3

      @@porscheoscarIt may improve many lives, but there will always be 20% of the population in the 4th quintile. Therefore, there will be politicians telling them they are victims and should elect him to get them more stuff who will then raise taxes and do little or nothing for those people.

    • @chriss4365
      @chriss4365 26 วันที่ผ่านมา

      How do you figure that?

    • @jesseostone386
      @jesseostone386 26 วันที่ผ่านมา

      One who knows tax code and accounting need not know mathematics. jmho.

  • @BayonetRecon
    @BayonetRecon 8 วันที่ผ่านมา

    "The next big jump, which is usually when clients start calling me to help them" $197k? 😱Guess you won't be getting a call from me.
    Great explanation on how the tax brackets work! It was an embarrassingly long time into my adult life before I learned how it worked.

  • @Retiredmco
    @Retiredmco 27 วันที่ผ่านมา +5

    HSA is $4300 for single with $1000 catch-up for 55 plus.

    • @bobmorgan1575
      @bobmorgan1575 26 วันที่ผ่านมา

      Unless you're enrolled in Medicare and still working, then your HSA contribution is $0. And guess what? You can sign up for Medicare at 65 without enrolling in SS, but when you enroll in SS you are AUTOMATICALLY signed up for Medicare with way to opt out of it.

    • @Retiredmco
      @Retiredmco 26 วันที่ผ่านมา

      @@bobmorgan1575 You aren't exactly correct. I'll sign up for S. S at 62. I won't have Medicare until 65 NOT 62. I'm retired.

  • @paulmartin8212
    @paulmartin8212 6 วันที่ผ่านมา +1

    thanks for the video. Good to see a reduction in tax for the retired, like me or for the average working family. Maybe the new administration can get the standard deduction up even more to keep up with inflation we've seen over the last 30-40 years.

  • @mwilliams4371
    @mwilliams4371 26 วันที่ผ่านมา +80

    Income tax is a slave tax.

    • @Eric-ej3oy
      @Eric-ej3oy 25 วันที่ผ่านมา +2

      Make sense bc we are slaves.

    • @LG-mj5ns
      @LG-mj5ns 25 วันที่ผ่านมา

      You can go live in a cave whenever you like.

    • @SoleCollector89
      @SoleCollector89 25 วันที่ผ่านมา +2

      Yea they should eliminate it then put tariffs on everything to substitute!😅

    • @doggygaming950
      @doggygaming950 25 วันที่ผ่านมา

      You could replace it with tarrifs like trump suggests and have more money but be able to afford even less because everything will be much more expensive. Tarrifs are great for the Uber wealthy that spend a small portion of their money.

    • @SoleCollector89
      @SoleCollector89 25 วันที่ผ่านมา

      @doggygaming950 agreed...my comment was sarcasm. People don't realize how the tariff plan with lowering income will hurt most Americans. It will only benefit those in the top income brackets. The average will end up paying more on goods. The further down you are with your w2 income, the more you'll suffer

  • @Fr3d671
    @Fr3d671 19 วันที่ผ่านมา

    Such a brutal jump from 24% to 32% bracket (married) 😤
    Appreciate the updated info sir!!! Cheers 🍻

  • @rogerramjet7567
    @rogerramjet7567 23 วันที่ผ่านมา +9

    If President Trumps elected, the change in the IRS is going to be HUGE!!!👍👍👏🇺🇸😀

    • @CarbideSix
      @CarbideSix 23 วันที่ผ่านมา

      Meanwhile the GOP gives more tax breaks to the billionaires. Trickle down economics does not work.

    • @mohammedmuquith8667
      @mohammedmuquith8667 23 วันที่ผ่านมา +7

      yes for millionaires😂😂

    • @TheHonesttruth123
      @TheHonesttruth123 23 วันที่ผ่านมา

      What you talking about im not a millionaire and ive never seen a tax return ive always paid and i have 3 kids...take your stupid comment and shove it.​@mohammedmuquith8667

    • @clearlycaribbeanreb2895
      @clearlycaribbeanreb2895 23 วันที่ผ่านมา

      @ Quit acting like you know WTF you’re talking about.

    • @devilsmetsfan6393
      @devilsmetsfan6393 22 วันที่ผ่านมา

      Harris is for Billionaires and war mongers , Trump for common man

  • @LeodanisFilo
    @LeodanisFilo 10 วันที่ผ่านมา

    What I want to say is that I spent less than $ 100 from the fake LV I bought from kislux . The quality is very good. I spent four years on the plane, the bus, and anywhere. As a rag. I specially smelled the bag and compared the stitching color. This is the most authentic I have ever seen. To this day, this bag is still very strong. Although it has been abused, the material is still great.

  • @DanRussell-q8s
    @DanRussell-q8s 26 วันที่ผ่านมา +15

    And how much tax and interest will Ukraine be paying back to Americans ? And when ?

    • @p4z9m
      @p4z9m 26 วันที่ผ่านมา +1

      FSB bot 🤡 or just ex KGB

    • @vonbuzz9009
      @vonbuzz9009 26 วันที่ผ่านมา +2

      The big guy was getting 10% ,, kameltoe gettin the same,, YOU wont EVER SEE THAT MONEY AGAIN ,NOR WILL YOUR GRANDCHILDREN,,, THEY WILL SUFFER THE MOST,, GREED RUNS DC , ,,,

  • @YoDawg-v6l
    @YoDawg-v6l 25 วันที่ผ่านมา +2

    We are taxed so much $1.00 is actually $0.40 cents to most people. It is time to put an end to income tax, sales tax, property tax etc. for anyone making $150k or less. If the US government doesn't like it then the US government can trim itself down to make it work.

  • @danstober
    @danstober 26 วันที่ผ่านมา +3

    Why did you show two different 35% bracket on each of those graphics withe buckets? What was the difference between the first one and the second one?

  • @frankzappa9853
    @frankzappa9853 8 วันที่ผ่านมา

    Man that massive jump from second to the third tax bracket is nuts. Its the biggest jump on that chart.

  • @LeviRobinson270
    @LeviRobinson270 24 วันที่ผ่านมา +11

    The process of trading can be complicated when you have limited knowledge. However, with the right strategy and setups, you can be successful. That's the whole point of investing.

    • @YhBb-l8y
      @YhBb-l8y 24 วันที่ผ่านมา

      Assets that can make one successful in life

    • @YhBb-l8y
      @YhBb-l8y 24 วันที่ผ่านมา

      I. Forex
      2.Stocks
      3.Shares

    • @YhBb-l8y
      @YhBb-l8y 24 วันที่ผ่านมา

      forex is profitable and lucrative investment online

    • @OliveLeee
      @OliveLeee 24 วันที่ผ่านมา

      ​@@YhBb-l8yYou are right.

    • @OliveLeee
      @OliveLeee 24 วันที่ผ่านมา

      But I don't know why people remain poor due to ignorance

  • @KathleenHackel
    @KathleenHackel 12 วันที่ผ่านมา

    great tax presentation......well done and understandable to the average American.

  • @Nate_G_SD
    @Nate_G_SD 26 วันที่ผ่านมา +20

    Income Tax should be abolished.

    • @SoleCollector89
      @SoleCollector89 25 วันที่ผ่านมา

      Salop

    • @coin_guy246
      @coin_guy246 24 วันที่ผ่านมา

      If they abolished income taxes, how would our jw masters control us?

  • @wandahicks9509
    @wandahicks9509 24 วันที่ผ่านมา +1

    Love your channel. So easy to understand.

  • @swamprat9018
    @swamprat9018 27 วันที่ผ่านมา +20

    They should raise the 12% bracket for singles up to 60k.

    • @crazysquirrel9425
      @crazysquirrel9425 26 วันที่ผ่านมา +3

      Why? Singles don't get the deductions that you get with a wife and/or kids.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +3

      @@crazysquirrel9425 Because it 48K right now, that's why.

  • @TheDrumminjay
    @TheDrumminjay 24 วันที่ผ่านมา

    Thank you, thank you, thank you. Good sir! Going out of your way to explain these convoluted subjects. Much respect, my dude! You've even made it easy to understand at an elementary level.

  • @n-da-bunka2650
    @n-da-bunka2650 26 วันที่ผ่านมา +6

    As a dual income couple making just under $200K in taxable (not gross) income for the last 10+ years meant that we NEVER got ANY tax breaks. We used to contribute to charity a LOT more when we could itemize. Trump's rules meant that we no longer had ANY tax benefit for donations so naturally we reduced our giving. He also REMOVED the deductions for Mortgage interest so we .. paid off our home loans. We had kids in college and NEVER were able to use ANY Federal deductions for ANY of those years as we made too much $s so we used a 529K plan we had set of many years ago. In short we have NEVER gotten ANY tax breaks and 2022 was the ONLY year we ever even got a refund. We are SO looking forward to retirement when our planned incomes will be UNDER $96K/year!

  • @dannyblaq9433
    @dannyblaq9433 4 วันที่ผ่านมา +1

    People keep saying let the rich pay their "fair share." at 50K, your rate is 12%; make $200K, your rate is 32%. That's almost triple! even if it was taxed the same, those making more pay more to the IRS because technically, 12% of 50K is about $6000, and if you make 200K even at 12% = $24,000, but then at 32%, that's an additional close 3x. The reality is the majority of the lower income in America, which accounts for about 60%+, Do not pay their fair share and just because you were able to elevate your income doesn't give anyone the right to demand more especially the government

    • @kjFL1
      @kjFL1 3 วันที่ผ่านมา

      Exactly!!

    • @joyschlomer6866
      @joyschlomer6866 3 วันที่ผ่านมา

      No you are wrong , they still pay more in percent of their earnings but . Nice try

    • @joyschlomer6866
      @joyschlomer6866 3 วันที่ผ่านมา

      You rich folks could take all your hard earned money and other treasures you’ve “earned” and move to like North Korea or Puerto Rico oh wait already over there ruining everyone’s quality of life in the name of you having MORE,MORE,MORE more and more

    • @kjFL1
      @kjFL1 3 วันที่ผ่านมา

      @@joyschlomer6866 math much? It really is a simple formula as outlined above. Take a few minutes and go through it.

  • @Minnross1
    @Minnross1 25 วันที่ผ่านมา +4

    This is an excellently done video. Great visual of how the government puts the screws to the hardest working.

  • @Skoose
    @Skoose 10 วันที่ผ่านมา +1

    Good review. What happened to the simplification act?

  • @jacklyn-b1u
    @jacklyn-b1u 24 วันที่ผ่านมา +3

    The utilization of after-tax money and tax-free growth makes opening a Roth IRA very advantageous. Through a careful guidance of my FA, I did not pay taxes on my withdrawals of $2.86 million when I retired.

    • @randettawolf
      @randettawolf 24 วันที่ผ่านมา

      I don't regret the numerous financial mistakes I've made in the past since I've learnt from them. But the biggest one was planning my finances without consulting with a licensed financial counsel.

    • @Carolj-p9j
      @Carolj-p9j 24 วันที่ผ่านมา

      Indeed, I did make use of a financial counselor. As I get closer to retirement, their advice has been really helpful. I thought compound interest on index funds wouldn't be sufficient because I started late. It's amusing how I've done better than colleagues who have more years of investment experience. I've profited more than $886k tax free.

    • @Tommyp-w1b
      @Tommyp-w1b 24 วันที่ผ่านมา

      I plan to employ the service of an asset-manager this year. I've seen some off social media but wasn't able to get a response. Could you recommend one?

    • @Carolj-p9j
      @Carolj-p9j 24 วันที่ผ่านมา

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with 'Grace Adams Cook' for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @franklyn-z1k
      @franklyn-z1k 24 วันที่ผ่านมา +1

      I just looked her up on the internet and found her webpage with her credentials. I wrote her an outlining my financial objectives and planned a call with her.

  • @hussainshah7524
    @hussainshah7524 วันที่ผ่านมา

    Wonderful analysis. Thanks a lot for individual like me with little knowledge about tax matters.Thsnks a lot

  • @IscoAlacaon
    @IscoAlacaon 24 วันที่ผ่านมา +6

    I came to know Christ in jail in 2013 by reading a book, "Overcoming spiritual blindness" by James P. Gills MD. The veil was taken off my eyes. Heaven came through for me in my finances too, getting $35,500 monthly. I can support God's work and give back to my community. God is more than enough!

    • @AteebaBooker-w7z
      @AteebaBooker-w7z 24 วันที่ผ่านมา

      I'm 38 and have been looking for ways to be successful, please how??

    • @NaohNali
      @NaohNali 24 วันที่ผ่านมา

      Every one of my prayer requests is about to manifest in the Name of Jesus I receive and connect with this message in Jesus' Mighty Name Amen 🔥🙏

    • @AlinaBarrios-g1v
      @AlinaBarrios-g1v 24 วันที่ผ่านมา

      I have been searching for ways to achieve success. Can you please guide me on how to do so?

    • @Booklessmith
      @Booklessmith 24 วันที่ผ่านมา

      Sure, the investment-advisor that guides me is...

    • @Booklessmith
      @Booklessmith 24 วันที่ผ่านมา

      Kiana Daniel

  • @MrTonka
    @MrTonka 6 วันที่ผ่านมา

    It's amazing how we're convinced how this is a good thing.

  • @BreistenCraig
    @BreistenCraig 27 วันที่ผ่านมา +15

    Inflation should reflect the tax rates…shameful

    • @DobyDuke
      @DobyDuke 27 วันที่ผ่านมา +11

      Shouldn’t be any income tax! Soooo

    • @Satjr35031
      @Satjr35031 27 วันที่ผ่านมา +2

      Most of you are not paying any tax now

    • @user-zu5do6ri6r
      @user-zu5do6ri6r 26 วันที่ผ่านมา

      @Satjr35031 Nobody owes society, for being useful to society. Go rob the illegal immigrants. Americans are done with the false taxes.

    • @xltek1
      @xltek1 26 วันที่ผ่านมา

      @@Satjr35031how so?

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา

      Exactly. Can you imagine, making 10K as a single mother and having to pay 10% of tat in taxes? Really?

  • @SimonCU
    @SimonCU 26 วันที่ผ่านมา +1

    You forgot about dividend income... Also are REIT dividend income charged as normal income compared to non-REIT dividend income? Also, what happens if you sell your REIT stocks and made a profit of $1000 would that profit the same as selling your non-REIT stocks for $60k or different? I know REITs are treated differently but dont know the difference between taxes for REITs vs non REITs. Thanks hope you can answer these questions.

  • @tommybotts
    @tommybotts 25 วันที่ผ่านมา +8

    There are approx 3 million federal workers, who all want a yearly raise. Once you get hired on as a union worker, you're pretty much there for life, unless you leave on your own. Ever wonder how much we taxpayers pay out every year for all the federal retirees, in addition to current workers? Then there's state/county/local govt workers. It's a huge amount of money, which increases each year. It's the Govt Employee Retirement Industrial Complex.

  • @gabrielmangual3318
    @gabrielmangual3318 25 วันที่ผ่านมา +1

    Amazing and easy to understand the basic tax changes, thank you

  • @fredbare5093
    @fredbare5093 26 วันที่ผ่านมา +11

    It's time to go tax exempt, until 'we the people' get a say in where/how our tax$ is used.

    • @elmabrooks7417
      @elmabrooks7417 26 วันที่ผ่านมา

      @@fredbare5093 true.

    • @strawdemindset
      @strawdemindset 26 วันที่ผ่านมา +1

      We the people do get a say ... people just dont hold their representatives accountable for their votes in congress because of party loyalty. Senators vote against their states best interest all the time .. literally the last CR had senators voting no on funding government services then complaining about lack of funds a week later.

  • @mistyblevins9274
    @mistyblevins9274 26 วันที่ผ่านมา +1

    Great job! Sherman! Very well explained😊

  • @StephenPatruno
    @StephenPatruno 26 วันที่ผ่านมา +31

    READ THE CONSTITUTION. TARRIFFS ARE SUPPOSED TO FUND THE GOVERNMENT. NOT TAXATION. BRING THOSE JOBS BACK TO THE HOMELAND AND ENFORCE TARRIFFS, CUT THE TAXES AND WATCH OUR ECONOMY GROW. PROSPERITY FOR ALL.

    • @nickt463
      @nickt463 26 วันที่ผ่านมา +5

      Tell me who pays the tariffs? Prices will become even worse if you put high tariff taxes on companies. So now we won't have a military or be able to afford anything. Without our military our money is useless. It's the only thing giving our currency any worth.

    • @douglackie3777
      @douglackie3777 26 วันที่ผ่านมา +5

      @@nickt463 Our country already ran on tariffs without Feds being in our lives. They did just fine! Let the grown ups in congress fix this screwed up tax crap in congress. Do a little more homework on Tariffs.. Tariffs do work!

    • @synitarthrax5618
      @synitarthrax5618 26 วันที่ผ่านมา

      Nonsense. Yes, the government can and does rake in money from tariffs but "We The People" pay those tariffs. Do you really think China pays? They just increase their prices to match the tariff and we pay for it in price increases. I know who is pushing for Tariffs and he's a moron trying to use words he doesn't even understand to con gullible people with BS. Don't be one of those gullible people. Tariff's do work. They just don't work for working people.

    • @smthakker1
      @smthakker1 26 วันที่ผ่านมา +1

      @@douglackie3777 Work for what? Tariff on China means imports now come through Vietnam. Nobody is going to move all manufacturing into the U.S. unless tariffs are placed on all imports, which in turn will cause retaliatory tariffs on our exports....

    • @heirloomacres7445
      @heirloomacres7445 26 วันที่ผ่านมา +4

      ​@@smthakker1good. We can be a self sufficient country

  • @tyrelmarquis3454
    @tyrelmarquis3454 26 วันที่ผ่านมา

    Clear, concise, and just the facts. Well done sir and thank you for your time to educate us on something we should all be aware of.

  • @lv4077
    @lv4077 26 วันที่ผ่านมา +3

    This is really starting to make sense.The people who pay the least tax receive the most in government “assistance “.What could be more fair than that

    • @joyschlomer6866
      @joyschlomer6866 3 วันที่ผ่านมา

      Yeah your right corporations with their subsidies , welfare, and average joe cleaning up their messes when they make mistakes or take risks, or cause environmental disasters. utility companies need subsidies???? Wtf also you need to read more . The welfare moms are working now, nice try again by you people trying to blame the low wagers. Can blame an a.. for trying though

  • @annscott900
    @annscott900 23 วันที่ผ่านมา +2

    THIS has got to STOP!!! Nobody should owe taxes if they only earn $40K or Less since that’s the NEW Poverty Income these days. Paying 10% on $12K is THEFT ! Ridiculous

    • @rssharma9
      @rssharma9 23 วันที่ผ่านมา

      Don't forget that the taxes come after deductions, standard or otherwise. And these are for single taxpayers, not married and filing jointly.

    • @natehower3966
      @natehower3966 12 วันที่ผ่านมา

      Federal income tax is government theft no matter what the income is.

  • @mikephillips8648
    @mikephillips8648 26 วันที่ผ่านมา +3

    We have more power than you think! What if we all just did not pay till the budget was balanced???

    • @brazil7028
      @brazil7028 26 วันที่ผ่านมา

      You could never get that to happen because everyone that gets a paycheck from a business gets their taxes taken out before they even get their checks. Yes you could change your tax rate to exempt but at some point they are going to come for you and put you in prison at the barrel of a gun. Remember when the IRS got all those weapons and ammunition? What do you think that is going to be used for? Target practice? lol

  • @KBWFreedomthrurealestate
    @KBWFreedomthrurealestate วันที่ผ่านมา

    Great information. I am subscribing! Thanks

  • @Blacksilver323
    @Blacksilver323 25 วันที่ผ่านมา +3

    Need to get rid of income tax

  • @adamgreene5854
    @adamgreene5854 24 วันที่ผ่านมา +2

    Let's get that top bracket back up to 70%+ ( Seriously, wealth inequality in the US is tragic and inexcusable)

  • @FauxQue-yk8dt
    @FauxQue-yk8dt 26 วันที่ผ่านมา +61

    If I can identify as a Rainbow Unicorn, why can't I identify as married?

    • @CrawfishCuban
      @CrawfishCuban 26 วันที่ผ่านมา +10

      Exactly 💯 % if im they/them i can marry my myself as a plural individual. Joining the rainbow coalition today. Till death do we/us part.

    • @FauxQue-yk8dt
      @FauxQue-yk8dt 26 วันที่ผ่านมา +5

      @@CrawfishCuban Exactly. I can marry my alter ego. A pet. An invisible friend.

    • @Leftists_are_Losers
      @Leftists_are_Losers 26 วันที่ผ่านมา +1

      Because you are only a Rainbow Unicorn.
      In order to get the married rate, you need to identify as a Rainbow Unicorn which f@rts sparkles and vomits paint.

    • @fromthepeanutgallery1084
      @fromthepeanutgallery1084 26 วันที่ผ่านมา +9

      Damn. GOOD POINT. I'm single, and pay double taxes of married. It's blatant prejudice against the single person. From now on, if a man can be a woman, I, as a single person can be married.

    • @CrawfishCuban
      @CrawfishCuban 26 วันที่ผ่านมา +1

      @FauxQue-yk8dt who would have known that Dennis Rodman was fighting for the rights of single people who are in love with themselves all those years ago. Thank you Dennis!

  • @Jahalang82
    @Jahalang82 26 วันที่ผ่านมา +4

    Wow… this new tax bracket doesn’t make me want to earn more at all.

    • @nickt463
      @nickt463 26 วันที่ผ่านมา

      Why? That doesn't make any sense 😂

    • @skeezix8156
      @skeezix8156 26 วันที่ผ่านมา

      @@nickt463you’re just giving more to the govt if you don’t have the write offs in the end. People have got to learn to lie, cheat and steal like Congress.

  • @RobJagerPlumProductions
    @RobJagerPlumProductions 25 วันที่ผ่านมา

    Great content. I subscribed because of it. Keep up the great work. You really should have more subscribers based on the quality of this video. Keep it up!

  • @EllenHarry
    @EllenHarry 26 วันที่ผ่านมา +7

    In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

    • @AshleyChloe
      @AshleyChloe 26 วันที่ผ่านมา

      If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.

    • @kimtreasa
      @kimtreasa 26 วันที่ผ่านมา

      I agree. I've always trusted my excess funds to an advisor, especially after experiencing a significant portfolio loss in early 2020 during the COVID outbreak. Now, I'm semi-retired and only work 7.5 hours a week. I'm just 25% short of my $1 million retirement goal, thanks to my subsequent investments.

    • @adamalford-x1p
      @adamalford-x1p 26 วันที่ผ่านมา

      bravo! mind sharing info of your invt- advisor please? tried learning few strategies to profit in this current market, but all of that flew right over my head

    • @kimtreasa
      @kimtreasa 26 วันที่ผ่านมา

      Monica Lisa Payne is the licensed advisor I use. Just research the name. You’d find necessary details to work with and set up an appointment.

    • @adamalford-x1p
      @adamalford-x1p 26 วันที่ผ่านมา

      excellent share, curiously inputted Monica Lisa Payne on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal

  • @danielcutting2796
    @danielcutting2796 19 วันที่ผ่านมา

    Thank you for this well paced and articulate explanation.

  • @anthonydooley3616
    @anthonydooley3616 26 วันที่ผ่านมา +20

    Thank you President Trump for doubling the standard deduction in 2017. This will expire next year unless he is reelected. Democrats have already said they would let this expire. Trump also wants to eliminate Social Security tax, tax on tips, and eliminate taxes on overtime pay. Please get out and vote.

    • @crsp76691
      @crsp76691 26 วันที่ผ่านมา

      Then trump’s terrible tariffs will cause even more insane inflation. Tariffs always result in all prices going up to match the tariff. Like steel a few years ago. His crappy tariffs made all the American steel manufacturers raise their prices matching the Chinese increase.

    • @ironshinja3997
      @ironshinja3997 26 วันที่ผ่านมา +3

      Thank You under Trump my taxes Doubled

    • @RoadieWingZZ
      @RoadieWingZZ 26 วันที่ผ่านมา +1

      @@ironshinja3997Sucks to be you. As a retiree on a fixed income, my lower taxes under Trump doubled under Lyin Biden. Lyin Joe gotta go along with all his loons.

    • @anthonydooley3616
      @anthonydooley3616 26 วันที่ผ่านมา +2

      @@ironshinja3997 then your income must have more than doubled. This video explains our progressive tax brackets and you only pay more when you make more.

    • @tedosmond413
      @tedosmond413 26 วันที่ผ่านมา +2

      @@RoadieWingZZ liar liar pants on fire

  • @court2379
    @court2379 5 วันที่ผ่านมา +1

    These changes are just inflation adjustments. You make it sound like there was some tax reform that is going to save us a significant amount... They do this every year.

  • @JJMMXXIV
    @JJMMXXIV 27 วันที่ผ่านมา +5

    It means Ill be paying more taxes 2/3 of my income will be taxed at %10 the reminder @ %12. This does not help my situation at all.

    • @basemandog
      @basemandog 27 วันที่ผ่านมา +3

      So they can send another 200 Billion to Ukraine

    • @Satjr35031
      @Satjr35031 27 วันที่ผ่านมา

      No you just said taxed at 10% then some at 12% Same tax rate

  • @sampro35
    @sampro35 9 วันที่ผ่านมา

    Thanks Sherman. This was a very informative video. Well done

  • @saladinyohol1505
    @saladinyohol1505 26 วันที่ผ่านมา +5

    Trump wants to remove Taxes on overtime. That would put money in peoples pockets and incentivize work.

    • @jamescampbell4751
      @jamescampbell4751 26 วันที่ผ่านมา +4

      Lol. You believe that? From the guy that said he never liked paying OT and would just get others to finish the work. If you think Trump or anybody is going to give away a ridiculous amount of revenue then you don't seem to understand how taxes or the Government works. A person making 50k base pay, but that does another 20k in OT is not going to get 20k tax free.

    • @MichaelNolen
      @MichaelNolen 25 วันที่ผ่านมา

      ​@@jamescampbell4751so far, he fulfilled his 2016 campaign promises.

  • @toddhines3422
    @toddhines3422 25 วันที่ผ่านมา

    I love how you refer to the IRS not taking it as me saving. Great video though.