Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them.
3:06 - Main Topic: Financial Dictionary
3:35 - Accelerated Death Benefit
4:21 - AGI
5:28 - Fundamental Analysis
6:09 - Margin Account
7:11 - High Yield/Junk Bonds
9:31 - Sammantha Asks, “Should I Let The Kids Know About Our Plans To Leave An Inheritance?”
11:25 - What”s Buggin’ Charles?
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
1:23 - Headline: More Than 25% Of Americans Are Raiding Their Retirement Accounts Because Of COVID-19
4:16 - Traditional IRA Vs. Roth IRA - The Basic Definitions
5:10 - Why Are So Many In The Traditional Account?
6:11 - Is The Current Tax Environment We’re In A Catalyst For More People Wanting To Do Roth Conversions?
8:04 - Who Should Be Contributing To A Roth?
8:23 - Who Should Not Be Contributing To A Roth?
10:14 - Marshall Wonders If Paying The Penalty To Take Out His Variable Annuity Is Worth Avoiding The High Fees
12:37 - What’s Buggin’ Charles?