April 20, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Industrial Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgment proof.”

Timestamps and Chapters

00:00 Market Roundup: April 15 – April 19, 2024
23:46 Case Study: Financial Moves Coming Out of Tax Season
35:02 Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

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Tagged 1099s, SEP-IRA, umbrella insurance, required minimum distributions, estate tax, Retail Sales, Charitable Giving, Industrial Production, Consumer Sentiment, Tax Season, University of Michigan, Basis, Roth Conversions, portfolio performance, IRAs, QCD, capital gains, Qualified Charitable Contributions, S&P 500 index performance, loss carryover, IRA contributions