10-09-18: A 'Retiree Trap' Can Send Your Social Security Benefits to the IRS
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 October 2018
⏱️ 47 minutes
🧾️ Download transcript
Summary
Traditional retirement accounts are problematic, but you can plan for distributions that don't have a negative impact on taxation.
Today's Stocks & Topics: Bankruptcy, Small Business Sentiment, Mutual Funds, BBBY – Bed Bath and Beyond, KHC – Kraft-Heinz Corporation, VBTLX - Vanguard Total Bond Market Index Fund, WRK – WestRock Co., PFE – Pfizer Inc., LVS – Las Vegas Sands vs. WYNN – Wynn Resorts Ltd.
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| 0:00.0 | Invest Talk listeners ask Steve and Justin what they use for their winning investment research |
| 0:06.4 | and the answer is WhyCharts. Quality data with easy to use tools. |
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| 0:18.0 | KPP Financial Steve Peasley President, KPP Financial, Independent Thinking, Shared Success. |
| 0:27.0 | And now today's podcast. Good afternoon everybody and thanks for joining me today on a mess talk. I'm Steve Peasley and it's October 9th, 2018. |
| 0:43.8 | The fall season is here on the calendar. |
| 0:47.1 | And it's starting to feel like in some states, |
| 0:49.2 | not too much here in Southern California, |
| 0:51.7 | not really. And of course, not in Florida,, not really. |
| 0:53.1 | And of course, not in Florida. |
| 0:54.4 | As you know, there's another hurricane bearing down on them. |
| 0:57.6 | This time at the panhandle area. |
| 1:00.1 | A bunch of residents had to move out. |
| 1:02.1 | And they think it's going to be a category 3 by the time it hits. |
| 1:06.2 | So that's a pretty heavy hurricane. |
| 1:09.0 | It's only been three weeks in Hurricane Florence, the last big one, with lots of damage. |
| 1:15.0 | So yeah, that's tough to live in that part of the country. |
| 1:18.0 | And I know I used to live in the East Coast, right? |
| 1:21.0 | I graduated college and moved, my first job was in New York City |
| 1:24.1 | and they didn't understand why people were living in Southern California or California where there was earthquakes. |
| 1:29.9 | And then I got my first hurricane experience and I'm thinking, |
| 1:33.2 | gee, this is worse than earthquakes. |
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