InvestTalk 7-16-24 - Retirement Account Strategies To Reduce Taxes InvestTalk podcast

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Innhold levert av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

2M ago 46:30

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Innhold levert av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 Fabric: fabric.com/INVESTTALK
* Check out Moorings: moorings.com
* Check out eBay Auto: www.ebay.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy

… continue reading

1900 episoder

Artwork

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

2,607 subscribers

published 2M ago

Del

MP3•Episoder hjem

Innhold levert av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 Fabric: fabric.com/INVESTTALK
* Check out Moorings: moorings.com
* Check out eBay Auto: www.ebay.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy

… continue reading

1900 episoder

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