4 Mistakes to Avoid During Tax Season

Video Description

#Morningstar  #EdSlott #RetirementPlanning IRA specialist Ed Slott discusses ‘gotchas’ to watch out for when filing your tax return. 00:00 Introduction 00:18 Qualified Charitable Distributions and Tax Errors 05:02 Backdoor Roth IRA Contributions and Nondeductible Dollars 07:38 How to Report Rollovers the Right Way 09:42 Don’t Forget the Medicare Surtax What to watch from Morningstar. Backdoor Roth IRA: Is It Worth the Effort? https://youtu.be/G_8Uly2-_fU?si=lE78ASVnGV4pSjUR Backdoor Roth IRAs: What to Know Before Stepping Through https://youtu.be/LwbtgCxf02M?si=b62MH08PmFWc-mcx 3 Mistakes to Avoid With Your Investment Portfolio in 2024 https://youtu.be/olsIdqMzdY8?si=WulABkbOtIAxBN9R Retirees: Here’s What Your Portfolio Withdrawal Rate Should Be in 2024 https://youtu.be/z-T1AlnT_3w?si=UyYoq5Xg8ri7R_dt Read what our team is writing. Christine Benz https://www.morningstar.com/authors/30/christine-benz Follow us on social. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/