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InvestTalk

InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes

InvestTalk

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

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

4.41.5K Ratings

🗓️ 17 July 2024

⏱️ 49 minutes

🧾️ Download transcript

Summary

Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.


ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).



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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.

0:09.3

And for our podcast subscribers,

0:11.5

this is Invest Talk, above average investing for the average investor.

0:17.0

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

0:27.2

Here is KPP Financial portfolio manager Luke Guerrero.

0:37.0

Good afternoon fellow investors and welcome back to Invest Talk. My name is Luke Guerrero and it is Tuesday, July 16, 2024.

0:42.0

Now I'm not usually here with you all on Tuesdays but even though it's a

0:45.5

different day and I'm usually here it doesn't mean the mission is any different

0:49.4

because the mission here at Invest Talk is to help you become a better and more informed investor.

0:56.9

Now to accomplish this, we usually bring you some educational items.

1:01.0

We bring you some actionable items. We tell you about what's going on in the world. But most importantly, over this next hour, five days a week, we love to hear from you directly. And how do we hear from you? Well, we hear from you in voicemails. Now we hear from you,

1:15.6

our invest talk, YouTube channel, comment section. But hopefully, over this next hour, we will hear from you

1:21.6

through live calls at any time.

1:23.2

That's 8899 chart.

1:24.8

You certainly do know the number by now.

1:27.6

Now, with that being said, we'll talk about the market performance

1:30.1

in a little bit, as well as run down those show topics.

1:32.1

But after we get to our first caller question now.

1:34.8

Hi, I would like to know your thoughts on a company which is something which I've been looking at for a few months now.

1:42.0

The stock symbol is M.O.H. Mary, Oscar, Harry, Molina,

1:48.0

health. I would really appreciate if you could help me with their analysis and give me some sort of an entry point or just

1:55.5

some details about the company. If it's a good company, the balance sheet looks good.

...

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