Episode 10 - What We’ve Learned in 2019

Time Stamps: [0:00] – What’s going on in Great Britain?[1:15] – The escalating Private Equity market[5:15] – How REITs can rule in real estate investing[7:25] – Why the time may be right for a Roth IRA conversion[10:00] – Tax-impacting moves to make by December 31 – Don’t Delay![11:10] – Strategic uses for a Donor Advised Fund[12:10] – Why not to miss your IRA’s full annual Required Minimum Distribution[13:00] – How a Qualified Charitable Distribution can be a difference-maker at tax time[13:50] – Using non-performing assets to your advantage[14:10] – The risk associated with making a late-year, large-sum mutual fund investment[15:05] – Peter Mallouk’s tip of the month[17:05] - Jonathan Clements’ tip of the month Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important legal disclosure: http://bit.ly/2DC250b