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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 Associate Michael Griffin, CFP®, to cover consumer confidence, the Fed maintaining their opinion on transitory inflation, and that while second-quarter’s GDP was less than expected, it has risen above pre-pandemic levels. D.J. and Michael examine the situation of a senior investor who wants to manage the taxes due on her investments by converting some retirement funds to a Roth IRA. The experts also address listeners’ questions on diversifying into international funds, digital payment company PayPal Holdings, Inc., and using an indirect rollover of a 401(k) balance to have access to the funds for 60 days. 

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

• Market Roundup: Covering the week of July 26 – July 30, 2021
• Case Study: Roth IRA conversions over the age of 60
• Q&A Time: International funds, PayPal Holdings, Inc., and Indirect Rollovers for 401(k) funds