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Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? - 113
Episode 113

Low Cost, Diversified, Tax Efficient Funds That Trade Like Stocks: Are ETFs Right For You? - 113

Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

May 8, 20171h 8m

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Show Notes

Daniel Prince, CFA (BlackRock) explains exchange traded funds and what the future holds as investing evolves. Will Trump's new tax plan simplify taxes and spur economic growth as promised? If you're one of the 10,000 boomers a day now reaching required minimum distribution age, how do you avoid screwing it up? Why consider making a Qualified Charitable Distribution? And which is safer: Treasury bills or fixed indexed annuities?