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Real Money Pros - (11/18/2024) -

The Money Hour

Real Money Pros - (11/18/2024) - 

Real Money Pros - (11/24/24) - 

Real Money Pros (11/09/24) - RMDs, Tax-Loss Harvesting, & Delaying SS

Ben Barzideh and Jeremiah Bates start with Required Minimum Distributions (RMDs) and Tax Strategies. Understanding this is crucial, as these distributions can significantly impact your tax liability in retirement. They discuss strategies to minimize taxes, including tax-efficient withdrawals and tax-loss harvesting, helping you reduce your taxable income and keep more of your hard-earned savings.
Delaying Social Security can increase your monthly payout, providing a more secure income stream in retirement. But when do you do that? Plus, we touch on the balance between diversification and long-term care planning. We also compare the pros and cons of long-term care insurance versus self-insurance through savings or annuities, giving you the tools to make informed decisions for a secure retirement.

Real Money Pros (11/09/24) - RMDs, Tax-Loss Harvesting, &amp; Delaying SS
Ben Barzideh and Jeremiah Bates start with Required Minimum Distributions (RMDs) and Tax Strategies. Understanding this is crucial, as these distributions can significantly impact your tax liability in retirement. They discuss strategies to minimize taxes, including tax-efficient withdrawals and tax-loss harvesting, helping you reduce your taxable income and keep more of your hard-earned savings. Delaying Social Security can increase your monthly payout, providing a more secure income stream in retirement. But when do you do that? Plus, we touch on the balance between diversification and long-term care planning. We also compare the pros and cons of long-term care insurance versus self-insurance through savings or annuities, giving you the tools to make informed decisions for a secure retirement.

Real Money Pros (11/09/24) - RMDs, Tax-Loss Harvesting, & Delaying SS 

Real Money Pros (11/02/24) - Ben and Brian dive into the significant impact of the upcoming election on economic conditions, exploring how potential changes in tax brackets and government spending could reshape individual financial landscapes and the broader economy. We also discuss the recent market reactions to disappointing earnings from major tech companies and inflation data, which have introduced volatility and uncertainty into investment strategies.


Additionally, we break down the critical decision between contributing to a Roth 401(k) versus a traditional 401(k). We also emphasize the strategic advantages of Roth conversions, particularly in anticipation of potential tax increases. As the year comes to a close, we highlight the importance of proactive financial planning, including checking beneficiary designations and utilizing tax-loss harvesting strategies to optimize your financial position.

Real Money Pros (11/02/24) - Ben and Brian dive into the significant impact of the upcoming election on economic conditions, exploring how potential changes in tax brackets and government spending could reshape individual financial landscapes and the broader economy. We also discuss the recent market reactions to disappointing earnings from major tech companies and inflation data, which have introduced volatility and uncertainty into investment strategies.
 Additionally, we break down the critical decision between contributing to a Roth 401(k) versus a traditional 401(k). We also emphasize the strategic advantages of Roth conversions, particularly in anticipation of potential tax increases. As the year comes to a close, we highlight the importance of proactive financial planning, including checking beneficiary designations and utilizing tax-loss harvesting strategies to optimize your financial position.

Real Money Pros - (11/18/2024) -

The Money Hour

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The Money Hour

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