5 Critical Year-End Tax Deadlines for Retirees
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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