ACap Recap: Roth IRA vs Traditional IRA

video notes

In each episode of the ACap ReCap, we go beyond the blog to answer your financial questions. Ara & Matt explain the key differences between a Roth IRA and Traditional IRA, and how they can benefit you.

Looking for more information about retirement planning? ACap Advisors & Accountants is a Fee-Only wealth management and full-service accounting firm headquartered in Los Angeles, specializing in helping doctors and healthcare professionals make sound financial decisions. For more resources, visit our blog and webinar pages.

Contact us at [email protected] or 818-272-8511.

follow the show

ACap ReCap with Ara.

Financial and tax tips from ACap Advisors & Accountants — the latest financial news, the questions we get asked most, and what they mean for your money.

136 episodes

From ACap ReCap

Video November 21, 2022

How to apply for LA City Business License

This video will walk you through step by step how to apply for the LA City Business license and discuss AB63 letters. Per the City of Los Angeles, "all individuals…

Business Owners & Self-Employed · 10:05

Video May 18, 2022

Homeowners Insurance

Homeowners insurance is a necessary expense for protecting your property. The basics of what you need to know about it, how much coverage will provide the best protection and so much more are discussed in this video! 0:00 Introduction 1:40 What does homeowners insurance cover? 2:01 What is included in a standard homeowners policy? 2:55 What does property damage liability cover? 3:40 Home insurance replacement cost vs actual cash value 4:16 What is personal property coverage? 4:34 Personal property damage replacement cost and actual cost 6:28 Liability & medical coverage in homeowners insurance 7:21 Personal liability umbrella policy 7:54 What you need to know about homeowners insurance policy and how to find a reliable insurance agent ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Subscribe to ACap Advisors & Accountants YouTube Channel: https://www.youtube.com/c/Acapam/feat… Schedule a Consultation: https://www.acapam.com/contact/ 12031 Ventura Blvd., Suite 1 Studio City, California 91604 (818) 272-8511 [email protected] Connect with ACap on social media: Twitter: https://twitter.com/acapam Facebook: https://www.facebook.com/ACapAdvisorsAccountants/ LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/ Instagram: https://www.instagram.com/acapadvisorsaccountants/ Fiduciary Oath/Pledge https://www.acapam.com/financial-advi… Financial Advisor in Los Angeles, CA CPA in Los Angeles, CA #fiduciaryfinancialadvisor DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED

Insurance & Protecting Your Wealth · 8:54

Video May 4, 2022

Taxation of Restricted Stock Units (RSU)

RSU stands for Restricted Stock Units and these are shares of stock that vest over time with employment at your company. Taxing RSUs can be a tricky subject, but we're here to break it down for you. 0:00 Introduction 1:05 What is RSU? Restricted Stock Unit (RSU) definition 2:06 The key features of the RSU 2:50 Vesting schedules: RSUs graded vesting & cliff vesting 3:29 What happens with vesting when you’re laid off? 3:58 Taxation of Restricted Stock Units (RSUs) 4:21 Restricted Stock Units (RSUs) vesting example 6:01 Required Taxes on RSUs: Social Security and Medicare Taxes 7:00 Federal Income tax withheld on RSUs 7:44 State Income tax withheld on RSUs 7:54 Supplemental Wage Rate on RSUs 10:28 What are RSUs on Form W-2? 14:00 RSU vs. stock options 14:31 RSU tax implications ACap Advisors & Accountants is a financial advisor and CPA firm located in Los Angeles, California. We are a full service wealth management and CPA firm. Subscribe to ACap Advisors & Accountants YouTube Channel: https://www.youtube.com/c/Acapam/feat… Schedule a Consultation: https://www.acapam.com/contact/ 12031 Ventura Blvd., Suite 1 Studio City, California 91604 (818) 272-8511 [email protected] Connect with ACap on social media: Twitter: https://twitter.com/acapam Facebook: https://www.facebook.com/ACapAdvisorsAccountants/ LinkedIn: https://www.linkedin.com/company/acapadvisorsaccountants/ Instagram: https://www.instagram.com/acapadvisorsaccountants/ Fiduciary Oath/Pledge https://www.acapam.com/financial-advi… Financial Advisor in Los Angeles, CA CPA in Los Angeles, CA #fiduciaryfinancialadvisor DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED

Equity & Stock Compensation · 15:41