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Daily IQ Retirement Brief 1/19/23

What if electric cars could cost significantly less than they do now, charge in the same  amount of time it takes to fill up a tank of gas and use far less of the scarce materials that currently constrain their production?  That’s a future some electric-vehicle experts say we should be focusing on. Christopher Mims, chief Tech Editor for the Wall Street Journal.  We dig into what's really happening in EV technology right now, and talk about several investment opportunities, including Ferrari. A technology oriented show today,   MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 1/18/23

There are approximately 17,500 companies in the United States, employiing over 80 million people. About 6,000 of those companies trade on the various U.S. stock exchanges. The , known simply as the S&P 500, is a  of 505 of the largest,   U.S. stocks. Why 505 not, 500 stocks?   We'll explore that question and more as we shed light on an index that went down nearly 20% in 2022, and which ten stocks did the most damage. Then health insurance and medicare expert Shelley Grandidge joins us.  An info-packed show you don't want to miss, MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 1/17/23

Part of the $1.7 trillion dollar monstrosity known as the 2022 Omnibus Spending Bill passed in December, included the so called Secure Act 2.0.  The new version of the Secure Act changes limits and ages on employer sponsored retirement plans,  IRAs, and RMDs. One highlight, RMDs are not required until age 73, and eventually age 75. We'll review the details for you today and then talk about how your upbringing may be hurting your investment outcomes.  A big show today, MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 1/16/23

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking financial news and get a read on all the indexes, THEN, we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL ! ... MASTERING MONEY IS ON THE AIR!!!

With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it!   As appealing as ROTH conversions sound, pain is involved so you need to be ready for it.  On top of that, they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70 and above.   That said,  a Roth IRA can be a powerful tax planning tool. And, while tax rates are low courtesy of the Trump administration's The Tax Cut and Jobs Act this may be your last best chance to get serious about converting. Today,  we'll review  the conversion strategy known as "filling the middle brackets", and another known as  "Back-Door Roth" strategy. Then Medicare expert Shelley Grandidge joins us for the Q & A.  A fact-filled show for you today that you surely don't want to miss...... MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 1/13/23