A sale sign is seen at car dealer Serramonte Subaru in Colma, California. Stephen Lam | Reuters DETROIT — U.S. new vehicle sales are expected to rise next year to their highest level since 2019, led by lower interest rates and improving affordability, according to industry analysts. Cox Automotive expects new light-duty vehicle sales to … Read more
January 20, 2024 Jim and Chris discuss listeners questions relating to Social Security, Roth conversions, taxes, CRTs, beneficiaries, and MYGAs. (2:45) A Texan listener looks for clarification on a Social Security spousal benefit for someone not living in the US, marrying someone who is not a US resident. (10:15) George from Massachusetts asks about converting … Read more
On February 28, 2024, Salesforce Stock Analysis (ticker: CRM) announced its earnings for the fourth quarter of fiscal 2024. The results surpassed analysts’ expectations, showing strong revenue growth and a return to profitability. However, the stock’s reaction was mixed as guidance for the upcoming fiscal year fell short of investor hopes. Key Earnings Highlights Analyst … Read more
Home » Podcasts » Retirement Planning Dialogue Series 1: EDU #2411 March 13, 2024 Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe: Check out the background of firms and investment … Read more
Home » Podcasts » Capital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416 April 20, 2024 Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the … Read more
WASHINGTON—According to a new AARP survey, more than 1 in 5 (22%) adults have no retirement savings. Nearly 2 in 3 (64%) are worried that they will not have enough money to last in their later years. Today, AARP and the Ad Council launched “This Is Pretirement,” a new, fully integrated campaign that encourages those … Read more
Home » Podcasts » IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 May 18, 2024 Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses. (3:30) George asks about being able to take an IRA distribution and rolling it into an HSA. (22:00) Georgette … Read more