The Wise Investor Show
Saying Goodbye to 2018 and Hello to 2019
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:15:27
- More information
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Synopsis
This week on the Wise Investor Show, the group reviews some year-end strategies like Qualified Charitable Distributions and prepaying of health care expenses. They lay out the new contributions limits for qualified plans and IRA's. Lastly, providing some ideas for financial New Year’s resolutions. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax.