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Writer's pictureFahad H

"Hold It" Until You're Purple to be a Better Investor – Dr. Daniel Crosby on YMY


On Your Money, Your Wealth® podcast #210, behavioral finance knowledgeable Dr. Daniel Crosby talks about his newest ebook, The Behavioral Investor and cracks us up with tales of how “having to go” and different physiological, sociological, and psychological components affect our investing decisions. Plus, Joe and Big Al reply cash questions on ACA / Obamacare subsidies and Roth conversions, methods for lowering the tax burden on 1099 revenue to zero, and donating a required minimal distribution to a number of charities. To take heed to the complete podcast or learn the transcript and present notes, together with free downloads, go to http://bit.ly/YMYW-210

:49 – Dr. Daniel Crosby – The Behavioral Investor

12:45 – Dr. Daniel Crosby – The Behavioral Investor (half 2)

21:30 – Can I Convert My SEP IRA to Roth IRA? Stretch Roth IRA fundamentals and RMDs

32:37 – Can I Split My RMD and Donate to Multiple Charities?

35:10 – ACA Subsidies and Roth Conversions

41:02 – How Can I Get My 1099 Income Tax Burden Down to Zero?

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Make positive to subscribe to our channel for extra useful ideas and keep tuned for the subsequent episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2

IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are supplied by way of Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. doesn’t supply tax or authorized recommendation. Consult with their tax advisor or legal professional concerning particular conditions. • Opinions expressed are topic to alter with out discover and aren’t meant as funding recommendation or to foretell future efficiency. • Investing includes threat together with the potential lack of principal. No funding technique can assure a revenue or shield in opposition to loss in durations of declining values. • All data is believed to be from dependable sources; nonetheless, we make no illustration as to its completeness or accuracy. • Intended for academic functions solely and aren’t meant as individualized recommendation or a assure that you’ll obtain a desired end result. Before implementing any methods mentioned you need to seek the advice of your tax and monetary advisors.

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