10-23-2020: Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 October 2020
⏱️ 48 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: I-R-As, Buy and Rebalance, 401k, Trading, ProFunds, Mutual Funds, Redemption Fee, Life Insurance, Diversification, Silver & Gold, New Investor, Preferred Stocks, Technical Analysis, Emerging Markets, Retirement Needs, Student Loans, Stock Valuation, Trading Information.
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Transcript
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent Thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | You're listening to an encore presentation of Invest Talk. |
| 0:24.0 | Please call with your questions and comments though, 88899 chart 88899, |
| 0:29.3 | CHA-R-T and Steve will answer them on the next Invest Talk. |
| 0:34.0 | Welcome to Invest Talk. |
| 0:36.0 | Above average is resting for the average investor. |
| 0:39.0 | We try to bring you useful information and answer any questions you might have as long as |
| 0:44.0 | their financial. 888-999 charters our number 888 992 4270. |
| 0:49.8 | We're going to go Dave and San Diego. How you doing Dave? I'm real new to this game and I have a question about IRAs. |
| 0:56.6 | Okay. Yeah, I've got some money in a 401k from a different employer. Yes. And, you know, I don't want to just leave it in there you |
| 1:05.2 | know there 401 and I'd like to roll it into an IRA yes two-part question on |
| 1:09.9 | that would I be able to take the IRA deduction if I do that? |
| 1:14.0 | No, you would not because it's already in a tax-deferred vehicle already in the old 401k. |
| 1:21.0 | So rolling it over does nothing as far as being tax deductible. Now once it's in an IRA you can |
| 1:27.3 | add to the IRA and deduct that amount you added. That is the second part of my question. |
| 1:33.0 | Okay. |
| 1:34.0 | I've heard a lot of talk, you know, you can have this and that in an IRA, you can have stocks, |
| 1:37.0 | bond, blah, blah, blah. |
| 1:39.0 | How exactly do you do that? |
| 1:40.0 | Okay, very good question. |
... |
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