InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes

InvestTalk

Contenuto fornito da Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

3M ago 46:30

MP3•Pagina principale dell'episodio

Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.

ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).

Our Sponsors:
* Check out PrizePicks: https://prizepicks.onelink.me/LME0/INVEST
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy

1695 episodi

#Trading #Business News #Entrepreneur #News Talk #Business #News #Investment Advisor | Host #Justin Klein | Wealth Manager #Steve Peasley