 |
New Focus on Wealth with Chad BurtonNewFocus On Wealth Author: New Focus on Wealth
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you. Language: en-us Genres: Business, Fitness, Health & Fitness, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
Episode 1327
Wednesday, 9 October, 2024
In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's interest rate adjustments and the ongoing economic stimulus in China. Chad also tackles listener questions, shedding light on the often-overlooked topic of assumable mortgages in today's high-rate environment, and discusses the merits of Roth IRAs versus traditional 401(k)s, emphasizing the importance of tax planning for future financial security. With a wealth of insights and practical advice, this episode serves as a valuable resource for anyone looking to navigate the complexities of personal finance and investment in a rapidly changing world. Tune in now to learn more! Timestamps: [00:01:48] Emerging markets performance update. [00:06:17] Volatility Index and market fear. [00:10:00] Assumable mortgages explained. [00:14:24] Assumable loans and inheritance. [00:15:40] Inheriting IRAs and tax implications. [00:19:14] Tax-free growth vs. tax breaks. [00:22:46] Tax strategies for retirement savings. [00:26:39] Estate planning in Nevada. [00:30:44] 1031 exchanges for real estate. [00:34:37] IRA to Roth conversions. [00:37:08] Charitable giving from IRA. Email your money question to [email protected] Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.comSee omnystudio.com/listener for privacy information.
