12-10-2021: 5 Tax "To-Do’s" Before Year's End
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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. |
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| 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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