March 4, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to cover the week’s economic news, including New Home Sales, University of Michigan Consumer Sentiment Survey, the Conference Board Consumer Confidence, and interest rates. D.J. and Michael team up to address the multiple ways the SECURE Acts have affected required minimum distributions. The financial experts finish the show answering listener questions on the valuation model and on student loans being bankruptable.

Timestamps and Chapters

00:00 Market Roundup: Covering Feb. 27 – March 3, 2023
23:18 Case Study: How the SECURE Acts affected RMDs
34:54 Q&A Time: The valuation model and student loans

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Tagged stretch IRAs, Biden, RMD tax penalty, yield curve, valuation model, interest rates, 2023 prediction, required minimum distributions, Supreme Court, student loans, bankruptable, SECURE Act, SECURE ACT 2.0, RMD, S&P index