Apple, Spotify and RMDs Feeling Volatile Markets - 194

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 6 November 2018

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

How the most volatile month of the year affected Spotify and Apple, and how to avoid volatile markets and sequence of returns risk affecting your required minimum distributions. Plus, should a self-employed small business owner contribute to a solo Roth 401(k)? If you max your Roth IRA contributions and receive a company match, is that over-contributing, and how is that match taxed? And what should you do about that variable annuity you’re locked into? Transcript and show notes: http://bit.ly/YMYW-194

Transcript

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0:00.0	Today on Your Money, Your Wealth, Joe and Big Al are all about answering your money questions.
0:06.0	Should a self-employed small business owner contribute to a solo Roth 401K?
0:10.0	If you max out your Roth IRA contributions and receive a company match, is that over contributing?
0:16.0	And how is that matched?
0:18.0	How can you avoid volatile markets and sequence of returns risk affecting your
0:21.8	required minimum distributions? What should you do about that variable annuity you're locked into?
0:26.9	Is my husband really in prison? Uh, the answer to that last one is absolutely not. But before we
0:33.0	get into the rest of the answers, let's talk about how the most volatile month of the year affected
0:37.3	Spotify and Apple.
0:39.0	Now, here are Joe Anderson's CFP and Big Alclopine CPA.
0:43.7	We finished October, Alan. Thank God.
0:48.6	Wasn't the great October, was it?
0:50.6	Historically, it's the most volatile month in the calendar year.
0:54.6	Yeah, why is it?
0:55.5	I have no idea.
0:56.8	But some of the largest crashes have occurred in October, 1929, 1987.
1:02.9	Yes, I remember that one.
1:04.3	And, you know, the most significant sell-offs happened in 2008 as well when the melt-on
1:08.9	happened.
1:09.9	That happened also in October.
1:11.8	So if we look at this October, kept up with its reputation.
1:16.3	Right.
	...

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