00058
Investing Essentials (22): Moving a Traditional 401(k) into a Roth IRA or Taxable Account When Roth Is Unavailable
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Investing Essentials (22): Moving a Traditional 401(k) into a Roth IRA or Taxable Account When Roth Is Unavailable
A 2018 model compares an employer plan offering only a Traditional 401(k) with a Roth IRA plus a taxable investment account, including contribution limits, RMDs, income tax, capital gains tax, and low turnover.
8:07
00056
Investing Essentials (20): Roth vs. Traditional 401(k) and IRA Accounts for U.S. Residents
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Investing Essentials (20): Roth vs. Traditional 401(k) and IRA Accounts for U.S. Residents
A 2018 comparison of U.S. Roth 401(k) and Roth IRA accounts with traditional 401(k)s and IRAs models contribution taxes, retirement withdrawals, income and capital-gains taxes, RMDs, and backdoor Roth conversions.
12:47
00057
Financial investment instructions (21) US residents should transfer traditional IRA 401(k) to Roth retirement accounts in batches every year. The funds that are not transferred will be 1 3 less. Must pay attention to
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Financial investment instructions (21) US residents should transfer traditional IRA 401(k) to Roth retirement accounts in batches every year. The funds that are not transferred will be 1 3 less. Must pay attention to
A 2018 tax model compares keeping assets in a Traditional IRA with converting portions to Roth over several years, including income tax, RMDs, taxable accounts, capital gains tax, and Social Security timing.
11:43
00054
Investing Essentials (19): Long-Term Holding, Market Volatility, Fintech Growth, and Asset Risk
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Investing Essentials (19): Long-Term Holding, Market Volatility, Fintech Growth, and Asset Risk
An investment Q&A covers stock-selection risks in long holding periods, market volatility, business value, fintech at Apple Pay, Square, and PayPal, and leverage, location, and cash-flow risks in REITs and property.
30:03
00053
Investing Essentials (18): Q&A on Buying Opportunities, Bubbles, Selling, and Retirement Readiness
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Investing Essentials (18): Q&A on Buying Opportunities, Bubbles, Selling, and Retirement Readiness
An investment Q&A covers trading costs, short-term charts versus business value, whether markets are expensive, the limits of bubble forecasts, retirement reserves, real rates, severe inflation, and unusual financing.
36:14
00059
Investment Newsletter (9) Global Financial Trends U.S. technology companies report dazzling earnings The U.S. stock market will continue to grow
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Investment Newsletter (9) Global Financial Trends U.S. technology companies report dazzling earnings The U.S. stock market will continue to grow
The August 2018 market review covers U.S. markets, tax changes, repatriated capital, Alibaba Cloud, Square, cloud storage, Apple wearables, PayPal services, trade execution, and business analysis.
46:08
00051
Investing Essentials (17) Do you have enough money for retirement?
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Investing Essentials (17) Do you have enough money for retirement?
A retirement-sustainability exercise combines annual spending, assumed investment returns, retirement age, longevity, and shared household costs to compare growing principal, depletion, and safety buffers.
20:39
00050
Investing Essentials (16) How to Plan for Retirement
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Investing Essentials (16) How to Plan for Retirement
A retirement calculator uses age, income, savings, retirement date, life expectancy, annual spending, and assumed returns to compare early retirement, delayed saving, longevity risk, and larger safety margins.
12:03
00052
Investment Newsletter (8) Investment Newsletter Good financial results, the Internet business model has just begun, and the market has just started to rise! Don’t believe the market’s ghost stories! Invest bravely, hold for the long term, and do not operate
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Investment Newsletter (8) Investment Newsletter Good financial results, the Internet business model has just begun, and the market has just started to rise! Don’t believe the market’s ghost stories! Invest bravely, hold for the long term, and do not operate
The July 2018 update examines digital business models at Amazon, Facebook, PayPal, Apple Pay, and Square, along with trade-war headlines, housing, position sizing, fund comparisons, and options risk.
37:00
00048
Investing Essentials (15) Instructions for Investing in Taiwan Funds
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Investing Essentials (15) Instructions for Investing in Taiwan Funds
A guide for Taiwan investors compares offshore funds against the S&P 500, NASDAQ, and a Franklin technology fund, covering multi-period performance, same-family switching costs, and accumulation share classes.
11:17
00049
Investment Newsletter (7) Global Financial Trends Investment Newsletter Strong US Dollar Trade War Growth Momentum of Good Companies Can Foreign Exchange be Invested? Entering the Market in Crisis
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Investment Newsletter (7) Global Financial Trends Investment Newsletter Strong US Dollar Trade War Growth Momentum of Good Companies Can Foreign Exchange be Invested? Entering the Market in Crisis
A global markets update covers the strong U.S. dollar, foreign-exchange speculation, mortgage and federal funds rates, technology demand from cloud services, AI and IoT, crisis investing, and stock allocation.
29:17
00046
Investing Essentials (14) Buffett’s Investment Wisdom (7)
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Investing Essentials (14) Buffett’s Investment Wisdom (7)
A Buffett-themed comparison of U.S. businesses, index funds, and gold explains productive assets, reinvestment, long-term confidence, and the distractions created by tips, forecasts, and costly advisers.
6:09