Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? - 113

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

🗓️ 8 May 2017

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump’s new tax plan simplify taxes and spur economic growth as promised? If you’re one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which is safer: Treasury bills or fixed indexed annuities?

Transcript

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0:00.0	You know, we're seeing a big transformation around just how accessible information is today,
0:04.2	how investors are demanding more out of their investments, either by demanding lower costs
0:08.3	or more transparency, lower risk.
0:11.2	The needs of investors are really changing.
0:13.1	I think part of what's going on in the ATF industry is really innovating to, you know,
0:17.5	keep up with the demands of investors and how that's changed.
0:20.0	That's Daniel Prince, CFA, from iShares by BlackRock.
0:23.1	Today on Your Money, Your Wealth, he'll tell Joe and Big Al all about exchange-traded funds
0:27.3	and what the future holds as investing evolves.
0:30.2	Also, will Donald Trump's new tax plan simplify taxes and spur economic growth as promised?
0:35.5	If you're one of the 10,000 boomers a day, now reaching the age where you must take distributions
0:39.3	from your retirement accounts,
0:41.3	how do you avoid screwing that up?
0:43.3	Why might you consider making a qualified
0:45.3	charitable distribution?
0:46.3	And which is safer, government treasury bills
0:49.3	or fixed indexed annuities?
0:50.3	Here are Joe Anderson's CFP
0:52.3	and Big Al Clopine CPA with some answers.
0:55.0	We got a fun-filled, packed, entertaining program here for you today.
1:00.0	Yeah, as usual, right? I mean, I am excited today.
1:03.0	Are you? Yeah. Very good. Because I know it's going to be a great show.
	...

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