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Investing Insights

Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 17 May 2024

⏱️ 21 minutes

🧾️ Download transcript

Summary

Plus, 2 cheap utility stocks as AI transforms the overlooked sector into a growth opportunity.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:06.2

Here's what to head on this week's investing in sites. The IRS has given people who inherit IRAs

0:11.6

a break for another year. What this means for their require minimum distributions, taxes, and

0:17.0

withdrawal timeline. Denise Appleby, aka the IRA Whisperer,

0:21.6

will explain what you need to know,

0:23.6

plus where Disney is seeing success

0:25.9

for the first time,

0:27.1

and what's holding the entertainment powerhouse back,

0:30.2

and the market appears to be overlooking,

0:33.0

an undervalued opportunity to play the AI boom.

0:36.5

I'll talk with a Morning Star strategist about the

0:39.0

sector he believes is not getting enough respect. This is Investing Insights.

0:47.8

Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look at

0:52.9

the Morning Star headlines.

0:54.8

Walt Disney showed improved streaming results during his fiscal second quarter, but Morning

1:00.7

Star is concerned about the bigger picture. Disney's entertainment streaming revenue grew

1:05.5

13% year over year. That excludes ESPN Plus. Entertainment streaming revenue also reached

1:12.4

operating profitability for the first time. Disney announced an agreement with charter

1:17.5

communications last year to distribute Disney's traditional broadcasts and streaming offerings

1:22.8

to cable TV subscribers. The agreement took effect in January. Disney Plus added a whopping 8 million

1:29.8

US subscribers during the quarter as a result. But Morningstar Viewed streaming as linked to traditional

1:36.5

broadcast TV, excluding ESPN, Disney's broadcast TV revenue and operating income declined. Disney provided a muted outlook for his

...

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