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Hedging U.S. Markets, Annuity Pitfalls, & Rule 72(t) (6/1/2024)
Manage episode 421779922 series 3083349
Indhold leveret af Alec Kelso and The Real Money Pros. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alec Kelso and The Real Money Pros 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.
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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