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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to cover the week’s market action and inflation indicators, the Consumer Price and Producer Price indices. D.J. and Jessie delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs. The experts round out the show answering listeners’ questions on being a contractor or employee, qualified plans, the billionaire space race, and deductible business expenses.

Check out the show segments using the chapter controls in the player above:

• Market Roundup: Covering the week of July 12 – July 16, 2021
• Case Study: Inherited IRAs and the SECURE Act
• Q&A Time: Deductible Business Expenses, Qualified Plans, Billionaire Space Race, and Contractor or Employee Status