May 18, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the week’s market movements that led to an all-time high and inflation information from the Producer Price Index. K.C. and Logan discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. The financial experts also answer a listener’s question on 401(k) rollovers to an IRA and the once-per-year rollover rule.

Timestamps and Chapters

00:00 Market Roundup: May 13 – May 17, 2024
22:45 Case Study: Roth IRA Retirement Income Strategy
34:01 Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)

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Tagged Roth IRAs, interest rates, IRMAA, tax deductions, Medicare, Retirees, required minimum distributions, retirement income, RMDs, income-related monthly adjusted amount, Producer Price index, IRAs, mortgage rates, ISM Manufacturing Index, S&P 500 index performance