The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul and his team look through the history of tax increases to see if you should be worried. Listen along to hear how companies and markets respond to this kind of rhetoric from the government and what we can expect. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Investor Coaching Show
Get Podcasts Sent to Your Inbox
A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact on the capital gains tax paid. Today, Paul shares his take on whether you should sell or keep stocks based on this step up in basis. Listen along to hear if this tax law could change and to learn how to make informed decisions with your assets. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to hear Paul talk about tax law around IRAs and inheritances, Required Minimum Distributions(RMDs), and some things you need to know about making Roth conversions at that age. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.
A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds perform so poorly against inflation, the benefits of bonds, and how some investors could really hurt their portfolios by being over-committed to them. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees but making enormous profits, there is a lot to avoid in the world of investing. Today, Paul and his team talk about these practices so you can protect yourself from predatory investment companies. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.