12-25-19: ENCORE - Some of The Best InvestTalk Calls #2
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 December 2019
⏱️ 47 minutes
🧾️ Download transcript
Summary
Today's Stocks & Topics: I-R-A, ETFs, Mutual Funds, 401k, 200 Day Moving Average, Insurance, Rebuilding After Bankruptcy, Roth I-R-A, Financial Analysis, Young Investor, Mutual Funds vs. ETFs, Unusual Expectations, Over the Counter Stocks, Long-Short Mutual Funds, When to Sell, I-Bonds, Income Production Vehicles, Equity, Investing for Kids.
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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 92478. Let's go to Mark and PB, how you do |
| 0:51.7 | a mark? And for all those guys out there, Mark, who don't know where |
| 0:54.1 | PB is, that specific beach. I grew up in San Diego, so we all called it PB. |
| 0:58.7 | Yeah, I have four different IRIS. Yes. I have a traditional, I a rock a rollover and a step. Okay. Can I |
| 1:06.4 | combine any? Yes. Is the step currently being funded right now is that? No I |
| 1:12.3 | basically did it is I kind of a tax saving. Right. I know a lot of us did. Yeah for about |
| 1:18.0 | ten thousand I get that's how much you can pull out if you were to buy a house. |
| 1:22.1 | Yep I did that too. |
| 1:23.6 | A lot of people did that. |
| 1:25.0 | Now yes, you could combine the IRA, the rollover IRA, |
| 1:29.2 | and the SEP IRA into one. |
| 1:31.1 | What would it be under? |
| 1:32.2 | Now it would be just a new IRA, just a plain old vanilla IRA. |
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