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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests. What is an RSU?

Taxes 52
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

I took a lot of math classes. I couldn’t give up math in computer science. 00:32:16 [Speaker Changed] Of which half is government bonds. And we use government bonds to match liabilities. And, and the yield on government bonds were, you know, half or or worse. But for me, this was not an option.

Investing 144
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? 00:26:17 [Speaker Changed] Absolutely.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. Have we ever had more issues with government in the courts than ever before? Absolutely.

Numbers 144
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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

The Big Picture

You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. I’m gonna assume you finished writing that before the pandemic before the largest government stimulus since World War ii. Wasn’t the Excel spreadsheet error, which changed their math. Three decades.

Economy 144
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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you mentioned half math, half Shakespeare. Let’s talk about the math side. Ivanka said, oh no, you don’t have to be able to do math to do real estate 00:20:13 [Speaker Changed] Or investing for that math.

Math 130
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Sunday links: the arc of markets

Abnormal Returns

on.ft.com) What it took to rebuild Notre Dame (nytimes.com) Budgeting The math on any additional tax cuts is tough. advisorperspectives.com) The government isn't a business, and shouldn't be run like one. (crazystupidtech.com) Notre Dame How France came together to rebuild Notre Dame.

Marketing 147