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

InvestTalk

Treść dostarczona przez Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

3M ago 46:30

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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).

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