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InvestTalk

12-10-2021: 5 Tax "To-Do’s" Before Year's End

InvestTalk

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

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

4.41.5K Ratings

🗓️ 11 December 2021

⏱️ 46 minutes

🧾️ Download transcript

Summary

Investors should consider mitigating potential tax implications.

 

Today's Stocks & Topics: NAT - Nordic American Tankers Ltd., DDOG - Datadog Inc. Cl A, PAR - Par Technology Corp, Gross Funds, LLY - Eli Lilly & Co., UPS - United Parcel Service Inc. Cl B, Inflation, DOGZ - Dogness (International) Corp. Cl A, Oil, Google Salaries.

 

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.



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Transcript

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0:00.0

Now, on This In Vest Talk Podcast, Steve Peasley listens to your questions.

0:08.0

I'm hoping you can explain the hit unmetals of painting.

0:12.0

Quick question on ticker symbol, AG, first majestic.

0:16.0

My wife has a roll over 401k from a previous employer.

0:20.0

I was curious if this is eligible to be used to do a roof back door raw.

0:26.0

And provides unbiased answers.

0:29.0

Well, that's pretty easy.

0:30.0

Open up a Roth account, start moving the assets over there.

0:32.0

Just know that every asset that you move over to the Roth,

0:35.0

is added to your income.

0:37.0

In Vest Talk, across America and around the world,

0:41.0

your participation makes it unique.

0:45.0

88899 Chart.

0:52.0

This podcast is produced by KPP Financial.

0:56.0

Steve Peasley, president.

0:58.0

KPP Financial.

1:00.0

Independent thinking, shared success.

1:03.0

And out today's podcast.

1:08.0

Good afternoon everybody and welcome to Vest Talk.

1:11.0

It is Friday, December 10, 2021.

1:16.0

I hope you had a good Friday today, because now the weekend starts.

1:20.0

So we have completed a second week of December,

...

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