InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 22 December 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates.
Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking, share success. |
| 0:09.0 | Justin Klein and Steve Heasley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. |
| 0:17.7 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:25.0 | The clarity for your path forward starts now. |
| 0:30.0 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:38.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:43.0 | This is our December 21st, 2023 edition |
| 0:47.0 | and that means we're only four days away from Christmas, |
| 0:51.0 | so happy holidays. |
| 0:52.0 | Everybody hope everybody's having a |
| 0:54.4 | wonderful holiday season it's been a an interesting year a busy year and I think |
| 1:01.2 | for many people an unexpected year in many respects and we head into |
| 1:06.4 | 2024 with new challenges an election year which in today's hyper-politicalized environment you're |
| 1:18.4 | probably going to get some volatility in markets and in politics. |
| 1:26.2 | And the polls. |
| 1:27.3 | You see new polls coming out all the time |
| 1:29.2 | and things shift and it's going to be an interesting time let's just say that. |
| 1:34.0 | But right now we're focused on today. |
| 1:38.0 | We're focused on a little bit reflection for |
| 1:41.0 | 2023 and preparing you not just for 2024 but for many years down the line |
... |
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