11-27-2020 - Best Callers Questions - BLACK FRIDAY Edition

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.3 • 1.5K Ratings

🗓️ 27 November 2020

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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: Rollover IRA, ETFs or Mutual Funds, Stimulus Effect, Position, Sitting Stocks, Income, 401k, Roth I-R-A, Retirement, Mutual Funds, Selling Short, Credit Card Debt, Blue Chip Stocks, Institutional Ownership, New Investor, 200 Day Moving Average, Support and Resistance Numbers, Pension Plans, Become an Investor Advisor.

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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,
0:30.0	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. 888-99999-2-478. Let's go to Bill and Pleasanton how you
0:51.7	doing Bill? I'm doing great. Thanks for the call.
0:55.4	Regarding the rollovers. Yes. To IRAs. Yes.
0:59.2	What do you do? Figure on what your tax bracket is and what it's going to be later or?
1:03.8	You assume, Bill, that your tax bracket later is going to be less because you're not
1:08.0	working.
1:09.0	That's what most people assume.
1:10.6	But you may be already be retired and you're already in a low tax bracket. I don't know.
1:15.0	Well, I'm retired, but I still make 80 grand a year.
1:17.0	So you're a pretty high tax bracket.
1:20.0	You married? Any dependence?
1:21.0	Nope.
1:22.0	Okay. So I'm not quite sure what your tax bracket is, but it's not it's not low probably.
	...

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