Go offline with the Player FM app!
#109. A beginner's guide to the Alternative Minimum Tax.
Manage episode 334297318 series 2953307
Need to know about AMT preference items, add backs, and exclusions? And how do AMT credits work?
In this episode, Trishul convinces Aaron to wade deep into AMT. They discuss Alternative Minimum Tax preference items, exemptions, adjustments, and exclusions. Aaron provides an example of how the AMT exemption matters when exercising ISOs and why you may not get all of your AMT credit back in future years. Without a doubt, AMT is a complex beast. But with luck, this episode will turn a few unknown unknowns into known unknowns.
Episode References
Graystone Advisor: Exercise your ISOs in January
AMT adjustments
How to calculate AMT
Who benefited from TCJA?
AMT income treshhold and exemption amounts
The Balance: What is AMT?
Private Activity Bond
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
145 episodes
Manage episode 334297318 series 2953307
Need to know about AMT preference items, add backs, and exclusions? And how do AMT credits work?
In this episode, Trishul convinces Aaron to wade deep into AMT. They discuss Alternative Minimum Tax preference items, exemptions, adjustments, and exclusions. Aaron provides an example of how the AMT exemption matters when exercising ISOs and why you may not get all of your AMT credit back in future years. Without a doubt, AMT is a complex beast. But with luck, this episode will turn a few unknown unknowns into known unknowns.
Episode References
Graystone Advisor: Exercise your ISOs in January
AMT adjustments
How to calculate AMT
Who benefited from TCJA?
AMT income treshhold and exemption amounts
The Balance: What is AMT?
Private Activity Bond
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
145 episodes
All episodes
×1 #145. Retirement Risks You’re Overlooking (It’s NOT About Money!) 55:58
1 #144. What Financial Independence in Your 40's Really Looks Like 1:01:01
1 #143. FIRE with Kids? Here's How to Make It Work! 53:40
1 #142. Wages will never increase again. Here's why. 1:03:06
1 #140. Buying a home is not an investment, it's location, location, location 1:14:22
1 #139. Rent-Seeking Exposed: Hidden Costs of Modern Life 1:09:56
1 #138. Financial Planner tells a story of why Fee-Only matters 1:02:14
1 #137. You can't pay someone for free money. 1:06:52
1 #136. David Shapiro: How can we prepare for the Fourth Industrial Revolution? 1:25:03
1 #135. Aaron and Trishul discover the meaning of life. 1:04:03
1 #134. Stuff. Lots and lots of cheap stuff. 1:06:31
1 #133. How to emotionally prepare for an IPO 1:09:21
1 #132. Why would you ever want to be a W-2 employee anymore? 1:04:34
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.