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所在平台: Udemy |
课程主页: https://www.udemy.com/course/individual-retirement-accounts-iras-taxes-2018/
课程评论:没有评论
**课程摘要:个人退休账户 (IRAs) 与税务规划** 本课程将深入探讨个人退休账户 (IRAs) 的税务规划,重点关注传统 IRA 和 Roth IRA 的税务优势。 **核心内容:** * **传统 IRA 的税务优势:** 学习如何利用实际税务表格的示例,记录和申报传统 IRA 的税收减免。 * **缴款限额与互动:** 理解传统 IRA 的缴款限额,以及这些限额如何与雇主提供的退休计划等其他退休账户相互作用。 * **Roth IRA 的税务优势:** 探索 Roth IRA 的独特税务福利。 * **Roth IRA 缴款限额与整合:** 了解 Roth IRA 的缴款限额,以及它们如何与其他退休储蓄计划协同工作。 * **传统 IRA vs. Roth IRA:** 对比分析传统 IRA 和 Roth IRA 的异同,帮助您做出更明智的决策。 * **退休储蓄缴款抵免:** 掌握退休储蓄缴款抵免(包括资格抵免)的计算方法,并学会如何通过实际税务表格申报。 本课程旨在帮助您最大化利用 IRA 的税务优势,为您的退休生活打下坚实的财务基础。
(IRAs) Individual Retirement Accounts, both traditional IRAs and Roth IRAs will discuss tax planning, concentrating on tax benefits of contributing to IRAs.The course will discuss the tax benefits of traditional individual retirement accounts (IRAs), including how to record deductions related to traditional IRAs on tax forms, using actual tax forms as examples to demonstrate scenarios.We will discuss contribution limits to traditional individual retirement accounts (IRAs) and how those contribution limits interplay with other types of retirement accounts like employer-provided retirement plans.The course will discuss the tax benefits of Roth individual retirement accounts (IRAs) or Roth IRAs.We will discuss contribution limits to Roth individual retirement accounts (IRAs) or Roth IRAs and how those contribution limits interplay with other types of retirement accounts.The course will compare and contrast Traditional IRAs and a Roth IRAs.We will also cover retirement savings contributions credits, including qualification credits and examples of how to report the credit using actual tax forms.