Retirement Account Myths, Misconceptions and Mistakes Part 2 - 8
Your Money, Your Wealth
Your Money, Your Wealth
4.6 • 797 Ratings
🗓️ 5 March 2016
⏱️ 34 minutes
🧾️ Download transcript
Summary
Original publish date March 5, 2016 (hour 2). Note that content may be outdated as rules and regulations have changed. In episode 8 of YMYW podcast, the retirement account show continues with strategies for self-employed individuals, horror stories of working with non-fiduciary advisors, and the top IRS scams you absolutely must know about.
Transcript
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| 0:00.0 | Pure Financial Advisors, a registered investment advisor. |
| 0:03.2 | This show does not intend to provide personalized investment advice through this broadcast |
| 0:07.3 | and does not represent that the securities or services discussed are suitable for any investor. |
| 0:12.5 | Investors are advised not to rely on any information contained in the broadcast in the process of making a full informed investment decision. |
| 0:19.0 | This is your money, your wealth, on Talk Radio 760, KFMV. |
| 0:24.6 | Now, here's Joe Anderson and Big Al Clopine. |
| 0:29.2 | Hey, welcome back to the show. |
| 0:30.9 | The show is called Your Money or Wealth, right here on AM 760, KFMB. |
| 0:35.5 | My name's Joe Anderson. |
| 0:36.9 | I'm a certified financial planner with Mr. Allen |
| 0:40.8 | Klopine. He is a CPA. We work for a company called Pure Financial Advisors. Thanks so much |
| 0:46.8 | for joining us. Hour two coming at you. Talking about some IRA mistakes that people make. |
| 0:53.1 | And I got seven birthdays, Al, that can change your tax returns. |
| 0:57.0 | Really? |
| 0:57.7 | Age 19. |
| 0:58.7 | What do you think that has to do with anything about your tax return? |
| 1:01.6 | Well, you're no longer a dependent for your parents unless you go to college full-time. |
| 1:08.8 | That's one thing. |
| 1:09.5 | If you go to college full-time, then what's that age? |
| 1:12.9 | 23. |
| 1:13.6 | By the time you hit 24, you're no longer dependent. |
| 1:15.6 | Yeah, at age 19, age 24, if you're a full-time student, the kitty tax provision ends. |
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