Your Trusted Advisor with Tan Phan, MSFP, CFP®

By: Tan Phan MSFP CFP®
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  • Summary

  • 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, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com
    © Tan Phan, MSFP, CFP® | TAN Wealth Management
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Economics Personal Finance
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Episodes
  • Avoiding the 3.8% Net Investment Income Tax

    Avoiding the 3.8% Net Investment Income Tax
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management
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    Less than 1 minute
  • Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

    Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management
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    Less than 1 minute
  • Qualified Opportunity Zone With Examples

    Qualified Opportunity Zone With Examples
    Jun 18 2021
    Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ). Overview - What is a qualified opportunity zone (QOZ)? - What is a qualified opportunity fund (QOF)? - What are the tax benefits to the investors? - Quotes directly from the IRS website
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    Less than 1 minute

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