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Indhold leveret af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes

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Manage episode 429263313 series 71998
Indhold leveret af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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
iconDel
 
Manage episode 429263313 series 71998
Indhold leveret af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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