Henssler Money Talks – October 7, 2023
- Author
- Henssler Financial
- Published
- Sat 07 Oct 2023
- Episode Link
- None
Henssler Money Talks – October 7, 2023
Season 37, Episode 40
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market action and the inching up of interest rates. Josh and Jarrett provide some advice to a couple of investors who are dealing with multiple inherited IRA required minimum distributions. Unfortunately, they’re all governed by different tax rules. The financial experts finish the show with a listener’s question on Social Security survivor’s benefits.
- Timestamps and Chapters
- 00:00 Market Roundup: Covering October 2 – October 6, 2023
- 21:17 Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs
- 33:54 Q&A Time: Social Security Survivor’s Benefits
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