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 chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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