Episode 10 - What We’ve Learned in 2019
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the escalating trend of company owners exiting via Private Equity instead of going public, and what this means to investors. They also discuss a simplified method for investing in real estate; why 2019 - 2020 may be a rare and brief opportunity to convert a traditional IRA to a Roth IRA; and actions to take NOW AND BY DECEMBER 31 to impact your 2019 taxes.
Down the Middle · Jonathan Clements, Peter Mallouk
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Show Notes
Time Stamps:
[0:00] – What’s going on in Great Britain?
[1:15] – The escalating Private Equity market
[5:15] – How REITs can rule in real estate investing
[7:25] – Why the time may be right for a Roth IRA conversion
[10:00] – Tax-impacting moves to make by December 31 – Don’t Delay!
[11:10] – Strategic uses for a Donor Advised Fund
[12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution
[13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time
[13:50] – Using non-performing assets to your advantage
[14:10] – The risk associated with making a late-year, large-sum mutual fund investment
[15:05] – Peter Mallouk’s tip of the month
[17:05] - Jonathan Clements’ tip of the month
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
Important legal disclosure: http://bit.ly/2DC250b