We address listeners’ questions on athletic brands Nike and Under Armour and whether proceeds from a life insurance policy are taxable for the beneficiaries. The experts also discuss how the election may affect Lockheed Martin as a holding and whether interest on a home construction loan interest is tax deductible.
Charlie Holloway, CFP®, CDFA™ addresses questions on protecting 401(k) assets during a divorce, and how target date funds may limit investment choices, but not diversification. The experts also offer opinions on two reinsurance companies.
This week on “Money Talks,” Ted Parrish, CFA, is joined by Scott Keller, CFA, and Troy Harmon, CFA, discuss the week’s economic and inflation data, and answer listeners’ questions on deciding between a Traditional and a Roth 401(k), investment policy statements, evaluating performance and high-quality bargains in the market.
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
Deciding between a traditional and a Roth 401(k) depends on how much money you are earning, your tax bracket and what your tax bracket may be in the future. We also discuss vesting and how it affects your 401(k).
The “Money Talks” hosts answer listeners’ questions on big names like T. Rowe Price, Altria, Exxon and Chevron. They also discuss the high-quality bargains available during earnings season and HomeAway and Borg Warner.
This week on Money Talks, Associates Charlie Holloway, CFP®, CDFA™ and Ben Crowe, CFP®, CFA, C.P.A. join Dr. Gene Henssler to discuss why investors are getting out of the stock market, the fear of deflation, and earnings from Delta and Bank of America. They also discuss when it may be appropriate to name a trust as a beneficiary for your retirement accounts, IRA rollovers, and oil production costs.
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.