February 19, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Melanie Wells, CFP®, and a Financial Planner discuss inflation by looking at the February Producer Price Index and January’s Retail Sales reports. They also discuss interest rate movements. The Financial Experts team up to discuss four important rules to remember when planning your required minimum distributions. Generally, custodians notified investors on their January statements the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. The show hosts round out the show answering a listener’s question on investments in Treasury Inflation-Protected Securities mutual funds and ETFs and provide advice on an investor’s decision to cash out part of her 401(k) to wipe out medical debt.
Check out the show segments using the chapter controls in the player above.
- Market Roundup: Covering the week of Feb. 14 – Feb. 18, 2022
- Case Study: Four Important Rules for Required Minimum Distributions
- Q&A Time: TIPS Funds and ETFs, and Using 401(k) Funds to Pay Debt