New Focus on Wealth with Chad Burton

Today is a mashup of some of the questions asked by you, our listener's.

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I answer questions about distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also answer several other listeners' questions:

  • James calls in to discuss how outstanding student debts will shape our economic future.
  • Jamie asks if it is wise to gift 14k/year to children for tax purposes.
  • Dean wants to know if I prefer monthly or percentage based rebalancing for portfolios.
  • What are the pros and cons of converting a 401k to a Roth IRA?
  • Joel asks if he should wait until next April to request his first IRA distribution and should he take RMD due from an old 401k for his bank account IRA.

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    Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

     

    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com.

    Mashup Edition

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    New Focus on Wealth with Chad BurtonBy Chad Burton
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