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InvestTalk

5 Critical Year-End Tax Deadlines for Retirees

InvestTalk

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

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

4.41.5K Ratings

🗓️ 8 October 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.

 

Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on Invest Talk.

0:09.0

And for our podcast subscribers, this is Invest Talk. Independent thinking, shared success.

0:18.0

Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.0

Here is KPP Financial Chief Executive Officer, Financial advisor, Justin Klein.

0:35.0

Good afternoon fellow investors and welcome back to Invest Talk.

0:40.0

This is our Monday, October 7th, 2024 edition and happy Monday to everyone out there.

0:47.4

Interesting day in markets.

0:49.2

Hope everyone had a wonderful weekend.

0:51.2

We are officially on election countdown watch. We are now less than a month away and you know

0:58.0

there are geopolitical tensions. Obviously the economy is K-shaped in many ways, you know, some at the bottom not doing so well,

1:08.0

those at the top doing better than most, and that's kind of where we've been for some time and that's why you know there are a lot of

1:14.8

cross currents and and narratives that are easy to easy to really create hyperbole around and it's an era where click bait is everywhere,

1:30.5

is click bait on social media, on traditional media.

1:34.4

And our job here is to kind of keep you focused on the task at hand,

1:40.6

the facts on the ground.

1:42.2

I'm not here to bang bells and whistles.

1:44.0

I'm not Kramer.

1:45.0

I'm here to give you a down-to-earth approach

1:50.0

and put you in the right mindset

1:52.0

so you're not thrown off by the headlines.

1:55.0

That's our human nature, right?

1:57.0

Headlines are designed to evoke emotions, we're emotional beings.

...

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