Podcasts about Rollover

Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program's future. Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty, T - AT&T Inc., GOOG - Alphabet Inc. Cl C, Retail Investors, Retirement Saving Plans, CFFN - Capitol Federal Financial Inc., 401k Rollover, Stablecoins.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

In this week's podcast, I break down 5 great questions we have either fielded directly in our practice, or have observed in the marketplace from retirees/near retirees.  Shoutout to Roberto for this concept, and if it goes well, we'll be doing these every 4-5 episodes!  In this edition, the 5 questions we'll tackle are:

#SafeMoney #JonHeischmanSr #HealthCareCostsOne of the biggest challenges facing retirees is the cost of health care. Host Jon Heischman, Senior addresses this issue and provides some advice and solutions.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

1.) DATA - Momentum is taking hold!2.) RATES - Downgrade shmowngrade?3.) FLOWS - Systematics have a lot of room to buy

#SafeMoney #JonHeischmanSr #LongTermCareIn this new episode, host Jon Heischman, Senior discusses how long-term care effects your retirement planning.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

1) UD DOLLAR - Headed higher?2) SENTIMENT - Big boost3) M2 - Printer is back.

1) INFLATION - Over 2% again!2) IMPLIED VOLATILITY - Premiums return3) GOLD - Lower highs

1) US Dollar2) Rates3) VIX

NOOOOOOOOO!!!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1) LIQUIDITY2) SEMICONDUCTORS3) VIX - Rare occurance

Und wieder eine Bonus-Folge bei "Lauf Alter"! Heute sprechen wir mit dem Luxemburger Jean-Marie Welbes, der alles läuft, von ganz kurz bis ganz lang, und der seit zehn Jahren einen der wohl bekanntesten Lauftreffs in Wien organisiert. Den Frühlauftreff Rollover Schönbrunn gibt es seit bereits zehn Jahren, "und er hat immer stattgefunden, ohne einer einzigen Unterbrechung", wie Jean-Marie stolz feststellt.Beim Frühllauftreff wird vom Meidlinger Tor losgelaufen, es geht zu den Serpeninen, die hinauf zur Gloriette führen. Diese werden für rund 30 Minuten hinauf und hinab gelaufen. Da kommen bei, sagen wir: fünf Runden schon auch 210 Höhenmeter zusammen. "Jeder und jede wählt das eigene Tempo", sagt Welbes, "die Grundidee war ja, gleich schnell hinauf wie hinunter zu laufen, zwischen Belastung und Entlastung zu wechseln und quasi Intervalle zu absolvieren.Am 8. Mai 2025 hieß das Motto des Frühlauftreffs "Lauf Alter", was uns sehr ehrt, Leitmotive hat der "Rollover" quasi immer, bisher waren es bereits weit über 400. Was beim Nationalfeiertag Togo für Aufsehen sorgte, erklärt Jean-Marie Welbes mit einem Lächeln. Den UTMB hat er gemacht (und hauptäschlich in Schönbrunn vorbereitet), hat eine Marathon-Bestzeit von 2:54 Stuinden, hat 19 VCMs bestritten, läuft seit zwei Jahren kurze Distanzen und nimmt auch am Jedermann-Zehnkampf teil. "Laufen ist Meditation, und es gibt keinen Moment der Langweile", sagt er: Ein tolles Gespräch mit einer interessanten Persönlichkeit!

What does the move in the Taiwan New Dollar (TWD/USD) against the US Dollar mean for that country and other international stock markets?

This week on Anime+, Aray and Aunn round up all the biggest, weirdest, and most surprising stories in the anime and manga world. From major adaptations and industry plans to Luffy throwing a fastball and Kana Arima repping vegetables, it's a jam-packed episode full of hot takes and side tangents.

1) SENTIMENT2) BITCOIN3) VIX

1.) RATES - Headfake??!!2.) GOLD3.) VOLATILITY

#SafeMoney #JonHeischmanSr #FinancialLiteracy #FinancialWellnessIn this episode, host Jon Heischman, Senior discusses the need for financial literacy and wellness.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

1.) UST10YR - Rates down!2.) UST2YR - Fed Rate Cuts Incoming?!3.) GOLD - Correction...right on time

1.) RATES2.) COMMODITIES3.) VOLATILITY

APR 29th Important Things:1.) RATES2.) OIL3.) VOLATILITY

A Sunday morning rollover accident in Vancouver left one passenger hospitalized after a sedan flipped on NE Ward Road. Vancouver Fire crews performed a careful extrication, and authorities remind the public about seatbelt safety. Read the full story at https://www.clarkcountytoday.com/news/single-vehicle-rollover-injures-passenger/ on www.ClarkCountyToday.com #localnews #ClarkCountyWa #Vancouver #VancouverFireDepartment #carrollover #vehicleextrication #seatbeltsavelives

R. Kenner French and Deborah Woodruff discuss a case study involving a client who is two years away from retirement and is uncertain about managing their 401k. They explore various options for rolling over the 401k into an IRA, the importance of conservative investing as retirement approaches, and the significance of asset allocation in retirement planning. The discussion emphasizes the need for a solid retirement plan and the flexibility to adjust investment strategies based on market conditions and personal confidence.Takeaways• The client is two years away from retirement and nervous about the economy.• Rolling over a 401k to an IRA can be tax neutral.• Investors should be more conservative as they approach retirement.• IRA is a tax-deferred strategy, not an investment itself.• Asset allocation is crucial for retirement planning.• Short-term investors should avoid aggressive investments.• Lifestyle funds adjust their investment strategy as retirement approaches.• Regularly revisiting the retirement plan is essential.• A solid plan helps guide investment decisions over time.• Without a plan, investors risk poor outcomes in retirement.Sound Bites• He's two years from retirement.• IRA is a banner of a congressional act.• It's not an investment, but it's a banner.• Without a good plan, you might end up in Texas.Listen & Subscribe for More:

WDAY First News anchors Scott Engen and Lydia Blume break down your regional news and weather for Monday, April 21, 2025. InForum Minute is produced by Forum Communications and brought to you by reporters from The Forum of Fargo-Moorhead and WDAY TV. Visit https://www.inforum.com/subscribe to subscribe.

#ThisMorning on #BRN #Retirement #2044 | #Evolving and #Improving the #Participant #Rollover #Process  | Jacqueline Rynn, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

Buckle up for an epic Jeep Talk Show Roundtable episode, streaming every Tuesday at 7:30 PM Central with the pre-party (show kicks off at 8 PM)! Hosted by Tony, this week's chat is all about Easter Jeep Safari (EJS) 2025—happening April 12-20 in Moab. Our crew, including FU Bob, Steve-O, Rick Aquaman, and Greg, are gearing up to hit the trails with the jaw-dropping YJL build from Unofficial Use Only. This JL-turned-YJ hybrid is ready to shine, and Greg's spilling the details on its journey from SEMA to EJS! We're also dissecting a wild rollover from Off-Road and Chill's Luna—caught on camera as she tackled a steep incline. Watch the clip and hear our panel's expert takes: safety lines, spotter fails, and what to do when your Jeep slides sideways. Could a winch or strap have saved the day? We've got you covered with off-road tips for pros and newbies alike! But wait—there's more! Get an exclusive first look at Unofficial Use Only's JK door pockets tooling—never-before-seen pics shared right here on Jeep Talk Show. These premium upgrades are almost ready to roll, alongside JL/JT door pockets and the YJL grill. Heading to EJS? Track down our team for free stickers, flags, and a can't-miss Sunday eating contest sponsored by Bob (think foot-long wieners and big laughs)! Subscribe now, hit the bell , and join the Jeep fam—we're your go-to for off-road adventures and community vibes. Got a burning question? Drop it in the comments: What's your clutch move on a hairy off-road obstacle? Going to Moab? Connect with us on Discord (jeeptalkshow.com/contact) for live updates, trail pics, and more. Catch Chris from Jeep Talk Show at the Stellantis/Jeep Performance Parts invite-only event—he'll be filming interviews with his Gladiator in tow! Follow along for the hottest EJS 2025 action, from Metal Masher runs to tread lightly events. Let's keep the Jeep life rolling strong! Links: Website: https://jeeptalkshow.com Discord: jeeptalkshow.com/contact #JeepTalkShow #EasterJeepSafari2025 #Moab #OffRoad #JeepLife #YJL #UnofficialUseOnly #JeepCommunity #Roundtable #Podcast #OffRoadTips #JeepBuilds

Is your 401(k) prepared for a market crash? With market volatility on the rise, many investors are wondering how to protect their portfolios.  In this episode, I share an article from Go Banking Rates on how to safeguard your retirement savings during turbulent times. I'll highlight key takeaways from the article, share my own insights on where I agree or disagree, and explain why certain strategies may be more effective than others. After that, I answer a listener's question about long-term care (LTC) insurance. We'll explore different types of LTC policies, discuss the ideal time to purchase coverage (such as around age 50), and consider whether self-funding might be a smarter financial strategy. Key takeaways: Diversify, Diversify, Diversify Shift Toward Conservative Investments as You Near Retirement Rebalance Regularly—Not Just After a Crash Consider a 401(k) Rollover for More Flexibility Stay the Course—Don't Panic Sell Resources: Go Banking Rates article: How To Protect Your 401(k) from a Stock Market Crash   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book - out now!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today inApple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  

As we wrap up the season, it's time we highlight the importance of programming. Today, I unpack the 3-day rollover programming — AKA, the Gain, Go, and Grow model — we use at Donskov Conditioning to train and prepare our athletes. I'll walk through the main pillars and foundational principles of the model, what to expect from the program, and how it benefits hockey players of all demographics (young or advanced levels). Most of all, I share how we instill important skills all athletes need to keep evolving and produce results when game day comes.   HIGHLIGHTS 00:00 What I tell my young athletes for off season training. 03:55 The origin + main pillars of the Gain, Go, and Grow model. 06:55 Who is the rollover program for? 09:10 What to expect from the 3-day program. 14:05 How the Gain, Go, and Grow model benefits the athletes.   RESOURCES + LINKS Check out Anthony's Masterclass -  The High Performance Hockey Masterclass Follow Anthony on Instagram | @anthonydonskov Follow Anthony on Twitter | Anthony Donskov, PhD Subscribe to our YouTube Channel | The HPH Podcast with Anthony Donskov Follow HPH Podcast on Instagram | @hph_podcast Follow HPH Podcast on Twitter | @TheHPH_Podcast Learn more on our Website | https://www.donskovsc.com/ Check out Anthony's Books Physical Preparations for Ice Hockey: Biological Principles and Practical Solutions The Gain, Go, and Grow Manual: Programming for High Performance Hockey Players

In this episode of the Hurdy Gurdy Travel Podcast, host Justin Vacula discusses the latest enhancements to the MGM Rewards program, including cruise benefits, rollover tier credits, and more. Joined by returning guest Marc Konchinsky, they share personal experiences with MGM properties and strategies for maximizing rewards through credit card points and miles. The episode also covers upcoming meetups in Greater Philadelphia, the benefits of the MGM MasterCard, and new credit card rumors. Listeners are encouraged to explore these benefits and consider how to integrate them into their travel strategies. 00:00 Introduction to Low-Cost Travel with Points and Miles 00:48 Today's Episode Overview: MGM Rewards and More 01:45 Special Guest: Marc Konchinsky MGM Rewards 02:59 Earning and Maximizing MGM Rewards 11:28 Enhanced Cruise Benefits with MGM 18:07 Upcoming MGM Rewards Credit Card 23:19 Credit Card Strategies and MGM MasterCard 24:20 Personal Insights and Experiences with MGM 26:19 Maximizing MGM Rewards and Status 29:14 Online Gambling and Maximizing Benefits 34:40 Virgin Red Card Application and Benefits 38:36 Upcoming Travel Plans and Cruise Opportunities 40:38 Closing Announcements and Future Events

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

En este episodio con Carlos Sagardía en sustitución de Luis:

The administration has named their nominee to lead the Federal Motor Carrier Safety Administration – someone with a law-enforcement background. Also, Congress hears plenty about trucking issues. But earlier this week, OOIDA's Lewie Pugh gave them truckers' points of view. And truckers are telling Marty Ellis about truck rollovers from recent high wind incidents, and the ongoing technology vs. training debate. 0:00 – Newscast 10:01– Pugh offers the facts on major trucking issues 24:27 – What we know about the FMCSA nominee 39:25 – Rollovers from high winds have truckers' attention

Aymee Ruiz, a mother of three, found herself trapped inside her burning truck after a cement mixer crashed into her on US 60 in Mesa, Arizona. As flames quickly consumed her vehicle, Aymee feared she wouldn't make it out alive. This powerful story from Miracles in the News captures every heart-stopping moment of her ordeal, highlighting the courage of selfless bystanders who risked everything to save her. Don't miss this incredible tale of survival, faith, and divine intervention!

This week, Elliot Williams and Tom Nardi start off the episode by announcing Arduino co-founder David Cuartielles will be taking the stage as the keynote speaker at Hackaday Europe. In his talk, we'll hear about a vision of the future where consumer electronics can be tossed in the garden and turned into compost instead of sitting in a landfill for the next 1,000 years or so. You'll also hear about a particularly clever manipulation of Apple's AirTag infrastructure, how a classic kid's toy was turned into a unique display with the help of computer vision, and the workarounds required to keep older Global Positioning System (GPS) hardware up and running. They'll also cover DIY toasters, extracting your data from a smart ring before the manufacturer can sell it, a LEGO interferometer, and a new feature added to the Bus Pirate 5's already impressive list of capabilities. Capping off the episode there's a discussion about the surprising (or depending on how you think about it, unsurprising) amount of hardware that was on display at FOSDEM this year, and the history of one of man's most infernal creations, the shopping cart wheel lock. Check out the links over at Hackaday, and as always, tell us what you think about this episode in the comments!

A key agile principle is the value of getting work done by the end of each iteration.Yet one of the biggest complaints I get from agile leaders is that teams never finish what they say they will during a sprint. Instead, teams consistently let the unfinished work spill over (AKA roll over or carry over) from sprint to sprint.Spillover is such a prevalent problem for agile teams that I want to devote several tips to talking about it.  First, I'll explain what spillover is and how to know if it's a problem Next, I'll describe why habitual spillover is so bad Third, I'll give you some ideas for how to break your team's rollover habit Finally, I'll talk about what to do with unfinished work when spillover happens. After all, while spillover shouldn't be a habit, every team will occasionally have unfinished work at the end of the sprint  Team members were too optimistic and brought too much into the iteration The team was interrupted more often during the sprint than expected Some of the work took longer than expected Externally: A boss or important stakeholder can exert pressure by telling a team what must be done or by establishing unrealistic expectations. Internally: Some teams allow their optimism and high expectations of themselves to create pressure to do more than is reasonable.What Is Spillover? Why Does It Happen?Spillover is when a team arrives at the end of one sprint with some unfinished work that needs to be finished in a later sprint. It happens when a team overcommits to what they can achieve during the iteration timebox. This is usually because: Spillover is not a bad thing in and of itself. It's unrealistic to expect a team to finish everything it starts, every sprint. In fact, it's normal and desirable for a team to occasionally aim a little high for what they can accomplish in a sprint, and come up short. When Does Spillover Become a Problem?Habitual spillover, though, is different. Habitual spillover is when a team almost always commits to more than they can finish in the sprint. These teams rarely finish what they think they will.As a result, the end of the sprint becomes an arbitrary date, and work is just carried over into the next sprint as if it's no big deal.It is a big deal. (I'll talk more about why it is a big deal in next week's tip).The most common reason teams develop a habit of taking on more work than they can finish is pressure. That pressure can originate:  One Thing to Do This SprintOne thing you can do right away to help stop habitual spillover is to make the problem visible.At the next sprint end, make a note of how many items the team committed to versus how many were 100% done. Even better: look back and do this for a handful of prior sprints.Bring this information to the retrospective and ask the team why they think unfinished work has become a pattern for them. Then ask them for one thing they could try next sprint to prevent it from happening.Don't forget to hold them accountable to trying that idea (whatever it is) during sprint planning and as the sprint progresses.While you're doing that, I'll be getting my next tip ready for you. Next week I'll be writing about why spillover is such a bad habit to fall into and how breaking that habit can help you succeed with agile.How to connect with AgileDad:- [website] ⁠⁠https://www.agiledad.com/⁠⁠- [instagram] ⁠⁠https://www.instagram.com/agile_coach/⁠⁠- [facebook] ⁠⁠https://www.facebook.com/RealAgileDad/⁠⁠- [Linkedin] ⁠⁠https://www.linkedin.com/in/leehenson/

U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures.  Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

In this episode, we dive deep into the often-overlooked world of unclaimed funds, revealing how to track down forgotten savings accounts and uncashed checks. We then tackle the minefield of retirement rollovers, highlighting common errors that can cost you thousands in taxes and penalties. Finally, we provide actionable strategies to ensure your hard-earned money stays working for you, not against you.

In this episode, we dive deep into the often-overlooked world of unclaimed funds, revealing how to track down forgotten savings accounts and uncashed checks. We then tackle the minefield of retirement rollovers, highlighting common errors that can cost you thousands in taxes and penalties. Finally, we provide actionable strategies to ensure your hard-earned money stays working for you, not against you.

With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

News reports say the truck was airborne for 81 feet. https://www.lehtoslaw.com

Andrew King of the OOIDA Foundation joins us to offer some analysis of a new report claiming a truck driver shortage. Also, a husband and wife who share life on and off the road offer some tips to keep things running smoothly. Then, we'll tell you who in recent news has been good and who's been bad with some Roses and Razzberries. And we'll hear how cargo thieves are evolving, using new methods and targeting different cargo from Danny Ramon of Overhaul. 0:00 – Analysis – driver shortage report falls short 09:46 – Team drivers offer tips for success 24:24 – Roses and Razzberries 39:23 – Cargo thieves are trying new tricks

On this week's Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Join today's episode as Polaris Transaction Advisory Executive, Kyle Webster, joins Jamie behind the mic for a timely Market Update plus a "back to basics" conversation on Rollover Equity considerations.

Send us a textUnlock the secrets to franchise success with insights from expert guest Kelly Krueger, a senior consultant at Benetrends. Discover how you can transform your retirement savings into a thriving business with the Rollover as Business Startups (ROBS) program. Learn how this innovative financing option lets you invest pre-tax retirement funds into your franchise without hefty taxes or penalties, offering immediate capital and a long-term retirement strategy.Join us as we explore the benefits and complexities of franchise financing, from the tax efficiencies of ROBS to the nuances of setting up tailored retirement plans within your business. Kelly emphasizes the importance of being a W-2 employee in your franchise and how to manage your salary flexibly. We also navigate the world of SBA loans, debunking myths, and highlighting the key borrower responsibilities and the impact of economic factors like interest rates on these loans.Finally, we shed light on diverse investment strategies for aspiring franchise owners. Whether you're considering an SBA loan, a HELOC, or borrowing against brokerage accounts, we discuss the advantages and limitations of each. We reflect on the role of economic trends in shaping franchise opportunities, particularly in blue-collar sectors. With Kelly Krueger's guidance, this episode promises to inspire and equip you with the financial knowledge to turn your entrepreneurial dreams into reality. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )What's the difference between a "rollover" and "traditional" IRA ( 20:54 )How much of your net worth should you cover with umbrella insurance ( 24:32 )What should someone do about a pre-tax employer plan they don't really need if they're only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

I'm 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the traditional TSP directly to a Roth IRA I have at Fidelity. They said yes. And, sure enough, when you go on the tsp.gov website and click through Withdrawals and "Roll Over an Amount to an IRA" "Roth IRA" is one of the three choices for a destination. So, is it true you no longer have to do the two step process of going to an IRA and then from there roll over to the Roth? If so, what is the "gotcha," because that seems way too easy? As you click through further, there is no federal tax withholding done by the TSP, so the whole amount goes to the Roth. Meaning, you're on your own for paying the taxes. It would be costly in the short term but potentially save a ton of taxes in the distant future. - Douglas    https://zurl.co/plXz

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy. The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.

The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?, CROX - Crocs Inc., 457 Rollover, The Return of Trumponomics, Trump's Tariffs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy