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July 3, 2024
Manage episode 426983352 series 3558937
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In today's show, hosts Shana Burt and Seth Udinski discussed asset allocation, with Shana advising on appropriate cash allocation percentages based on investment timeline. They also covered using IRA withdrawals for charitable donations after age 70 and a half to avoid taxes, and Seth warned that taxes will likely be higher in the future so taxpayers should minimize them now through strategies like charitable IRA withdrawals. Become a Financial Issues Partner today! For $132 a year, you get full access to our stock picks, asset allocation models, and so much more. Join right here!
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Today's show is sponsored by Pre-Born. Learn how you can save the lives of babies, and spread the gospel of Jesus Christ, by visiting Preborn.com/shana for more.
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