Last-minute steps you can take to reduce your 2018 tax bill
In this episode, Tom and Don share some end-of-year tax planning tips, share advice on our changing investing perspective as we grow older, and who to trust with your investments. Plus, calls on indexed annuities and international funds.
Some things to think about as the year comes to an end.
Tax deductions and redistributions of funds.
Young perspectives on timing and trading and the publications on this.
Who to trust when deciding how to invest.
Roth IRAs and Athene Agility Annuities.
Insurance salespeople and why they make investing complicated.
Which international Vanguard fund to use.
A little info on the idea behind EvoShare.
Why new investors should use a service like Acorns.
Talking Real Money Twitter — https://twitter.com/talkrealmoney
Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557
Vestory — https://vestory.com/
Real Investing Journal — https://www.realinvestingjournal.com/
Vanguard — https://investor.vanguard.com/corporate-portal
Fidelity — https://www.fidelity.com
Schwab — https://www.schwab.com/
WealthFit — https://wealthfit.com
FinCon — https://finconexpo.com
Jeffrey Gundlach — https://www.forbes.com/sites/karlkaufman/2018/10/14/the-bond-king-speaks-doubleline-ceo-jeffrey-gundlach-offers-his-best-investing-advice/
Better Retirement Guide Book — https://www.retirebetterbook.com/
Litreading — https://litreading.com/
Athene Agility — https://www.marketwatch.com/press-release/athene-launches-new-fixed-indexed-annuity-athene-agilitysm-to-open-doors-to-retirement-possibilities-2018-06-12
Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557
EvoShare — https://evoshare.com/
Acorns — https://www.acorns.com/
Better Retirement Guide Book — https://www.retirebetterbook.com/
Rick Gregorek — http://yourpartnerinlaw.com