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Hedging U.S. Markets, Annuity Pitfalls, & Rule 72(t) (6/1/2024)
Manage episode 421779922 series 3083349
Innhold levert av Alec Kelso and The Real Money Pros. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alec Kelso and The Real Money Pros 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.
Brian and Jeremiah are back live to discuss recent market movements, emphasizing the Federal Reserve's efforts to manage inflation and the impact of the latest PCE data on interest rates. They cover various investment strategies, recommending dividend-paying stocks over conservative options like CDs, and critically examining fixed and indexed annuities, noting their complexities and potential downsides. Additionally, they explain strategies for accessing retirement funds early without penalties, including IRS rule 72(t) for IRAs, age rules for 401(k) and 457 plans, and utilizing Roth IRA contributions.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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100 episoder
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