Mitigating Taxes In a Concentrated Stock Position | Ep #60
We dive into managing the challenges posed by concentrated stock positions. When individuals hold significant investments in a single stock, such as Apple, Nvidia, or Tesla, they may face considerable capital gains taxes and financial risk.
Financial Market Quarterly Commentary | December 2024
December was a mixed month for markets, as investors pulled back from most U.S. stocks due to concerns over rising interest rates and economic uncertainty.
What To Expect From Trump’s Second Term – Part 2 | Ep #59
In Part 2, of What To Expect From Trump’s Second Term, we take an in-depth look at the potential economic consequences of a Trump administration, honing in on key areas such as interest rates, tax policy, government efficiency, and immigration.
What To Expect From Trump’s Second Term – Part 1 | Ep #58
In this episode, we discuss the economic implications of Donald Trump’s second presidential term, focusing on markets, regulation, energy, and inflation.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.
Donor-Advised Funds 2024 | Ep #56
Bruce and Jason Hosler discuss donor-advised funds (DAFs). With the end of 2024 approaching, DAFs are a timely and powerful tool for the charitably inclined, particularly those looking to manage tax liabilities while contributing to causes they care about.
2025 Medicare Changes | Ep #55
Bruce and Alex Koury discuss the upcoming changes to Medicare for 2025, focusing on critical issues that affect both current Medicare recipients and those who have yet to claim it.
Your Kids Can’t Convert Your IRA to a Roth | Ep #54
In this episode, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.
Financial Market Quarterly Commentary | September 2024
Stocks continued their recent rally in September, with all three major U.S. indices up for the month and quarter. The S&P 500 gained 2.14 percent in September and 5.89 percent for the quarter, while the Dow Jones Industrial Average (DJIA) was up 1.96 percent during the month and 8.72 percent for the quarter.
The Updated 10-Year IRA Rule for Beneficiaries | Ep #53
Bruce and Alex Koury discuss the updated 10-year IRA rule for beneficiaries, finalized by the IRS on July 18, 2024. Under the old Strech IRA rules, beneficiaries could stretch out Required Minimum Distributions (RMDs) over their lifetimes, creating a favorable tax strategy for passing on wealth.