On this episode of the Let’s Talk Future show, Michael and John start by discussing the importance of using a Roth IRA and how it can help grow your retirement fund. They answer an email and two calls from listeners and help them learn more about Roth.
In the next half of the show, the hosts explain a common question they receive from listeners and clients about selling investments during this prosperous economic period.
Listen below to hear what they have to say and skip to the section you want using the timestamps provided.
This show is all about the Future, specifically your future and your finances.
Quote of the day:
“If you take care of the minutes, the years will take care of themselves.” – Rick Hanson
- 3:20 – Email about tax withholdings and Roth conversions
- 10:00 – Caller concerned about retirement plan
- 16:30 – Caller troubled with son needing to rename benefits for their IRAs
- 23:00 – Text about selling investments with the market at an all-time high
- 32:00 – Call about estate planning and how to give houses to their children
The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse Geoff Hoatson. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.