Your Trusted Advisor with Tan Phan, MSFP, CFP®

By 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, Retiremen

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FAQs about Your Trusted Advisor with Tan Phan, MSFP, CFP®:

How many episodes does Your Trusted Advisor with Tan Phan, MSFP, CFP® have?

The podcast currently has 57 episodes available.

Your Trusted Advisor with Tan Phan, MSFP, CFP® episodes:

June 18, 2021 Avoiding the 3.8% Net Investment Income Tax
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June 18, 2021 Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD
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June 18, 2021 Qualified Opportunity Zone With Examples
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June 18, 2021 Alternative Minimum Tax (AMT) Credit Examples
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June 18, 2021 What is Alternative Minimum Tax (AMT)
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June 18, 2021 What is the 3.8% Net Investment Income Tax (NIIT)
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June 18, 2021 What is Net Unrealized Appreciation (NUA)
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June 18, 2021 Restricted Stock Units (RSUs) Comprehensive Guide
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June 18, 2021 Restricted Stock Comprehensive Guide
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June 18, 2021 Tax-Loss Harvesting & Tax-Gain Harvesting
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FAQs about Your Trusted Advisor with Tan Phan, MSFP, CFP®:

How many episodes does Your Trusted Advisor with Tan Phan, MSFP, CFP® have?

The podcast currently has 57 episodes available.