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    mutualfunds

    Explore " mutualfunds" with insightful episodes like "Power of Strategic Debt Fund Allocation", "Power of Mutual Funds in Your Portfolio", "Outlook on Equity & Debt Markets With ICICI Prudential AMC", "Evolution of Retail Investing with Kotak Mahindra Asset Management" and "EP72: How Couples Can Spark Fortune as Real Estate Partners with Emily Cortright and Adam Roberts" from podcasts like ""Paisa Vaisa with Anupam Gupta", "Paisa Vaisa with Anupam Gupta", "Paisa Vaisa with Anupam Gupta", "Paisa Vaisa with Anupam Gupta" and "The Millionaire Mind"" and more!

    Episodes (100)

    Power of Strategic Debt Fund Allocation

    Power of Strategic Debt Fund Allocation

    In this episode, Anupam Gupta, welcomes a special guest from LIC Mutual Fund, Marzban Irani, Chief Investment Officer – Fixed Income. Together, they dive into the intricacies of debt funds, explore the nuances of interest rate cycles, and provide valuable insights to help you craft a strategic approach to your debt fund allocations. Get ready for an enlightening conversation that empowers you to make informed financial decisions!

    Follow Marzban Irani on LinkedIn: ( https://www.linkedin.com/in/marzban-irani-92267920/?originalSubdomain=in)

    Get in touch with our host Anupam Gupta on social media:

    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

    You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

    Do follow IVM Podcasts on social media.
    We are @ivmpodcasts on FacebookTwitter, & Instagram.

    See omnystudio.com/listener for privacy information.

    Power of Mutual Funds in Your Portfolio

    Power of Mutual Funds in Your Portfolio

    In this episode of "Paisa Vaisa," Anupam Gupta explore the dynamic world of market and economic outlook with Mihir Vora, Chief Investment Officer at Trust Mutual Fund. Gain valuable insights and expert advice on managing your mutual fund investments as we delve into strategic ideas to navigate the ever-evolving financial landscape. Join us for a thought-provoking conversation that aims to empower you on your wealth-building journey.

    Follow Mihir Vora on LinkedIn: ( https://www.linkedin.com/in/mihirvora/)

    Get in touch with our host Anupam Gupta on social media:

    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

    You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.

    Do follow IVM Podcasts on social media.
    We are @ivmpodcasts on FacebookTwitter, & Instagram.

    See omnystudio.com/listener for privacy information.

    Outlook on Equity & Debt Markets With ICICI Prudential AMC

    Outlook on Equity & Debt Markets With ICICI Prudential AMC

    In this episode of Paisa Vaisa, Anupam hosts Chintan Haria, Head Investment Strategy, ICICI Prudential AMC. They discuss scenario of the financial markets, how mutual funds are now a central focus, particularly as Systematic Investment Plans (SIPs) surge to record levels, reflecting shifting retail investor preferences in both equity and debt. SIPs offer investors a disciplined approach to navigate market volatility, while mutual funds now account for approximately 9% of the total market capitalization, primarily due to retail investor participation. Hybrid funds, like Balanced Advantage Funds (BAF) and Dynamic Asset Allocation Funds (DAF), have gained prominence, offering a blend of equity and debt exposure for diversification and a lot more.

    Connect with Chintan Haria on Twitter | LinkedIn 

    Get in touch with our host Anupam Gupta on social media:
    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Evolution of Retail Investing with Kotak Mahindra Asset Management

    Evolution of Retail Investing with Kotak Mahindra Asset Management

    In this episode of Paisa Vaisa, Anupam Gupta welcomes Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Co. Ltd. With a rich background in economic advisory for the Prime Minister and now as a part-time member of the Aadhar project (UIDAI), Nilesh Shah is a true financial expert. He shares his insights into the evolving Indian stock market, highlighting the shift from convincing people to invest to a willingness to participate, which he considers a game-changer. Additionally, he discusses why foreign manufacturers prefer China over India and the evolution of retail investing in the country.

    Connect with Nilesh Shah on LinkedIn 

    Get in touch with our host Anupam Gupta on social media:
    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    EP72: How Couples Can Spark Fortune as Real Estate Partners with Emily Cortright and Adam Roberts

    EP72: How Couples Can Spark Fortune as Real Estate Partners with Emily Cortright and Adam Roberts

    Gain insights from today’s guests, Emily Cortright and Adam Roberts, as they shed light on their shift from the corporate realm to real estate investment. Discover their time-tested strategies to empower yourself, expand your network, find business partners, and delegate tasks. Tune in to build your relationship along with your riches today!


    Key takeaways to listen for


    Challenges of shifting from corporate to real estate investing as a couple 
    Benefits of investing in private capital 
    The value of surrounding yourself with like-minded people
    Tips on how to find the right business partners 
    Expert advice on how to delegate tasks between partners 


    Resources mentioned in this episode


    Rich Dad Poor Dad by Robert T. Kiyosaki: https://amzn.to/3QAUMM2
    The Banker’s Code by George Antone: https://amzn.to/3OscrCT 
    At Your Best by Carey Nieuwhof: https://amzn.to/45qtgoV 


    About Emily Cortright and Adam Roberts


    Emily is a highly knowledgeable and experienced professional in wealth-building and investing. She is also a speaker and educator. With a deep understanding of real estate investments, Emily successfully ventured into property acquisition and multifamily syndications. Her expertise extends to investing in notes and utilizing creative financing strategies to optimize returns.


    Adam joined Emily in July 2018 to help run their real estate business full-time. He helped with property acquisition and management of the A&E portfolio. Adam leads the asset management strategy for their multifamily holdings, working closely with the on-site and regional management teams to ensure the portfolio's success. 


    Connect with Emily and Robert


    A&E Investments: www.aeinvest.net 



    CONNECT WITH US


    Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.


    Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    India vs Europe: Regulatory Rift

    India vs Europe: Regulatory Rift

    A European regulatory authority has decided to derecognize as many as six Indian clearing houses that settle trade for European banks like Deutsche Bank and BNP Paribas in India. The regulator, European Securities and Markets Authority (ESMA), wants to inspect Indian trade clearing bodies. RBI and SEBI have said it has no jurisdiction over the clearing houses. At stake are the businesses of all European banks operating in India. Ministries of finance in India and European countries are trying to convince their regulators to come to a middle ground, given India and the EU’s improving relations. Sebi is willing to relent. RBI is not. Who will blink? TMB host Dia Rekhi and Anirban Chowdhury speak to Viraj Kulkarni, Founder of Pivot, Asia's Largest Consulting Company in the Securities Services Space, and Sugata Ghosh, Associate Editor at The Economic Times to discuss more.

    You can follow our host Anirban on his social media:
    Twitter - https://twitter.com/AnirbanET
    Linkedin - https://www.linkedin.com/in/anirban-chowdhury-b5067219/

    You can follow our host Dia Rekhi on her social media:
    Twitter: https://twitter.com/diarekhiET
    Linkedin: https://www.linkedin.com/in/dia-rekhi-702438104/

    Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.

    See omnystudio.com/listener for privacy information.

    Learning Taxes with an Ex Tax Consultant

    Learning Taxes with an Ex Tax Consultant

    Irrespective of how old you are, filing Taxes can be an intimidating experience.

    In today’s episode of Investverse, an investor education initiative by HDFC MF, Anupam will be in conversation with Gauri Devidayal who is an entrepreneur, tax consultant, and the podcast host of This Round Is on Me.

    In this episode, we will cover everything from Equity-linked saving schemes to asset allocation and so much more.

    Follow HDFC MF on all platforms -
    HDFC Mutual Fund (@hdfcmf) • Instagram photos and videos
    (29) HDFC Mutual Fund: Overview | LinkedIn
    HDFC Mutual Fund (@hdfcmf) / Twitter

    Follow Gauri Devidayal on all platforms -
    Gauri Devidayal (@gauridevidayal) • Instagram photos and videos
    (45) Gauri Devidayal | LinkedIn
    Gauri Devidayal (@gauridetails) / Twitter
    Gauri Devidayal | Facebook

    Follow our host Anupam Gupta on all platforms -Anupam Gupta (@b_50) • Instagram photos and videos
    Anupam Gupta (@b50) / Twitter
    (1) Anupam Gupta | LinkedIn


    This is an Investor Education Initiative by HDFC Mutual Fund For KYC, change of address, investor complaints redressal, etc. visit, https://www.hdfcfund.com/information/key-know-how
    Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

    See omnystudio.com/listener for privacy information.

    Discussing P2P Lending with Faircent

    Discussing P2P Lending with Faircent
    On this episode of #PaisaVaisa, Anupam Gupta talks to Vinay Mathews- Founder and COO, Faircent. They discuss about the legality, regulations, licensing and digitization of P2P Lending under the RBI.
    They further discuss about Faircent which enables large numbers of customers and lenders come together developing a two-sided marketplace. Risk Assessment, Small and Long-term loans, finding the right financer, and much more on this episode of Paisa Vaisa!

    About the Show
    Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

    Find more about Faircent on: www.faircent.com

    Find Vinay Mathews on Social Media
    LinkedIn
    Twitter

    Get in touch with our host Anupam Gupta on social media:
    Twitter
    LinkedIn
    Instagram 

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Advisor Perspectives Part 3: Financial Planning for Women and Families

    Advisor Perspectives Part 3: Financial Planning for Women and Families
    On the third installment of Advisor Perspectives, Anupam, Vishal and Shalini discuss all things finance from a familial perspective. Vishal and Shalini- Founder and President of Plan Ahead Wealth Advisors, share how they established their own advisory business as a couple. In this Indepth conversation, they discuss the importance of goals, the need for taking risks, and moving towards a vision aimed at all round growth. Contingency funds, understanding your investments, financial planning for women, becoming a successful entrepreneur and much more on this episode of Paisa Vaisa!

    About the Show
    Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

    Vishal's social handles: 
    LinkedIn: https://www.linkedin.com/in/vishal-dhawan-039633

    Shalini's social media handles:
    Find more about Plan Ahead Wealth Advisors on:

    Get in touch with our host Anupam Gupta on social media:
    Linkedin:(https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Data Driven Investing with Investmint

    Data Driven Investing with Investmint
    On this episode of #PaisaVaisa, Anupam talks to Aakash and Sandeep from Investmint. They talk about how better results in the market can be achieved, with a scientific, data-driven approach. Investmint is India's first signal-based trading app which with the help of algorithms and statics allow the users to make sound and efficient market decisions. This episode will make you look at numbers in a different way. Discussions on quant-funds, derivatives and much more on this episode of Paisa Vaisa.

    About the Show
    Paisa Vaisa is India's leading podcast on personal finance with 2m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

    You can know more about Investmint on www.investmint.club

    Get in touch with our host Anupam Gupta on social media:
    Linkedin:(https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Rule-Based Active Investing with NJ Mutual Fund

    Rule-Based Active Investing with NJ Mutual Fund

    One of the oldest financial management groups, NJ Asset Management comes to #PaisaVaisa. On this episode, Anupam talks to Rajiv Shastri, Director & CEO of NJ Mutual Funds. They discuss Direct vs Regular Investing, Active vs Passive Investing in Mutual Funds, and the risks and rewards of each.

    They further explore the NJ's Rule-based investing method and the growth of asset allocation, debt and equity on this episode of Paisa Vaisa!

    About the Show
    Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

    You can know more about NJ Asset Management on:
    Website: https://njpms.in/

    You can find Rajiv Shastri on LinkedIn and Twitter

    Get in touch with our host Anupam Gupta on social media:
    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    म्यूचुअल फंड का परिचय | Introduction to mutual funds

    म्यूचुअल फंड का परिचय | Introduction to mutual funds
    एक युवती से ऐसा प्रश्न पाकर मैं चकित रह गई! आप में से जो लोग निवेश करते हैं और म्यूचुअल फंड के बारे में जानते हैं, उनके लिए भी ये एक चोकाने वाली बात होगी। उन लोगों के लिए जो अभी भी खोज कर रहे हैं, आपके पास यह प्रश्न स्वयं भी हो सकता है! म्यूचुअल फंड लोकप्रिय हैं और यह जानने के लिए कि आपके म्यूचुअल फंड निवेश आपके वित्तीय पोर्टफोलियो में मूल्य कैसे जोड़ते हैं, अपने होस्ट प्रियंका आचार्य के साथ इस एपिसोड में ट्यून करें और 5 चीजें समझें जो आपको म्यूचुअल फंड निवेश से पहले करना चाहिए, केवल #EkChuskiFinance #ASipofFinance पर

    I was amazed to get such a question from a young lady! For those of you who invest and know about mutual funds, you too may be amused. For those who are still exploring, you may also have this question yourself! Mutual Funds are popular and to know how to ensure your mutual fund investments add value to your financial portfolio, tune in to this episode with your host Priyanka Acharya and understand 5 things you must do before finalizing a mutual fund investment, only on #EkChuskiFinance #ASipofFinance.

    You can follow our host Priyanka Acharya on her social media:


    You can listen to this show and other awesome shows on https://ivmpodcasts.com , the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app. 

    See omnystudio.com/listener for privacy information.

    Introduction to mutual funds

    Introduction to mutual funds

    I was amazed to get such a question from a young lady! For those of you who invest and know about mutual funds, you too may be amused. For those who are still exploring, you may also have this question yourself! Mutual Funds are popular and to know how to ensure your mutual fund investments add value to your financial portfolio, tune in to this episode with your host Priyanka Acharya and understand 5 things you must do before finalizing a mutual fund investment, only on #EkChuskiFinance #ASipofFinance

    You can follow our host Priyanka Acharya on her social media:

    Twitter: https://twitter.com/PriyankaUAch?t=2-5RDeShoT8XC9JGaERqSA&s=09

    Linkedin: https://www.linkedin.com/in/priy-anka-the-favorite-episode-for-finance

    Instagram: https://instagram.com/priyankauacharya

    Facebook: https://www.facebook.com/priyanka.u.acharya

    You can follow Shonali Sarkar on her social media:

    Instagram: https://www.instagram.com/soulfulshona

    You can listen to this show and other awesome shows on https://ivmpodcasts.com , the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    See omnystudio.com/listener for privacy information.

    મ્યુચ્યુઅલ ફંડ્સનો પરિચય | Introduction to mutual funds

    મ્યુચ્યુઅલ ફંડ્સનો પરિચય | Introduction to mutual funds
    એક યુવતીનો આવો સવાલ સાંભળીને હું આશ્ચર્યચકિત થઈ ગઈ! તમારામાંથી જેઓ રોકાણ કરે છે અને મ્યુચ્યુઅલ ફંડ વિશે જાણે છે, તમે પણ વિચારતા હશો કે આવો સાવલ કેમ. જેઓ હજુ પણ શોધખોળ કરી રહ્યાં છે, તમને પણ આ પ્રશ્ન હોઈ શકે છે! મ્યુચ્યુઅલ ફંડ્સ લોકપ્રિય છે અને તમારા મ્યુચ્યુઅલ ફંડ રોકાણો તમારા નાણાકીય પોર્ટફોલિયોમાં મૂલ્ય ઉમેરે છે તેની ખાતરી કેવી રીતે કરવી તે જાણવા માટે, તમારા હોસ્ટ પ્રિયંકા આચાર્ય સાથે આ એપિસોડમાં ટ્યુન કરો અને મ્યુચ્યુઅલ ફંડ રોકાણ પહેલા 5 બાબતોને સમજો, ફક્ત #EkChuskiFinance #ASipofFinance પર.

    I was amazed to get such a question from a young lady! For those of you who invest and know about mutual funds, you too may be amused. For those who are still exploring, you may also have this question yourself! Mutual Funds are popular and to know how to ensure your mutual fund investments add value to your financial portfolio, tune in to this episode with your host Priyanka Acharya and understand 5 things you must do before finalizing a mutual fund investment, only on #EkChuskiFinance #ASipofFinance.

    You can follow our host Priyanka Acharya on her social media:
    Facebook: https://www.facebook.com/priyanka.u.acharya

    Instagram: 

    You can listen to this show and other awesome shows on https://ivmpodcasts.com , the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app. 

    See omnystudio.com/listener for privacy information.

    Discussing Neo Banking Ecosystem in India with Jupiter

    Discussing Neo Banking Ecosystem in India with Jupiter

    On this episode on #PaisaVaisa, Anupam Gupta talks to Jitendra Gupta- Founder & CEO of Jupiter. Together they discuss how Jupiter reached 1 million users in a year and the overall development of neo banking sector in India. They further discuss the neo banking regulations, the new offerings of the Jupiter app, and what the future holds for digital banks.

    Neobanks are online banks that do not have physical branches. In contrast to traditional banking, neo banking is conducted digitally.

    You can know more about Jupiter by visiting these links:
    Instagram: (https://www.instagram.com/thejupiterapp/)
    Twitter: (https://twitter.com/TheJupiterApp)

    You can find Jitendra Gupta on:
    Twitter: (https://twitter.com/guptajiten)
    LinkedIn: (https://www.linkedin.com/in/guptajiten/)

    Get in touch with our host Anupam Gupta on social media:
    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Managing Your Portfolio Effectively With Emkay Investments

    Managing Your Portfolio Effectively With Emkay Investments

    On this episode of #PaisaVaisa, Anupam talks to Sachin Shah- Fund (Porfolio) Manager at Emkay Investments Managers Ltd.  They discuss the essentiality of research and powerful investment support which Emkay extends for its client partners. They also discuss how Emkay has been able to effectively manage PMS during a volatile market. Further, they analyze and explore the future possibilities in the stock market and global supply chains.

    Portfolio Management Service (PMS) is a service for wealth management. For a fee, qualified fund managers invest the capital of clients in a portfolio of investment assets such as stocks and fixed income instruments. Portfolio management, Risk Profile Management, Stock Market Analysis, Inflation, and much more on this episode of Paisa Vaisa.

    Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!

    You can know more about Emkay Investment Managers Ltd. by visiting these links:|
    Website: (https://www.emkayim.com/)
    Twitter: (https://twitter.com/EmkayInvestment)

    You can find
    Sachin Shah on:
    Twitter: (https://twitter.com/Mr_SachinShah)
    LinkedIn: (https://www.linkedin.com/in/svs100in/)

    Get in touch with our host Anupam Gupta on social media:
    Twitter: ( https://twitter.com/b50 )
    Instagram: ( https://www.instagram.com/b_50/ )
    Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    You can check out our website at https://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Structuring Your Portfolio

    Structuring Your Portfolio

    Mo covers the considerations that need to be given in properly structuring your portfolio.  He looks at determining a proper risk balance and based on where you are in life.  He also talks about the different components that make up a portfolio from cash to investments, ETFs to Mutual Funds and other tools to consider.  Visit www.cloudvestors.com.

    CloudVestors

    See omnystudio.com/listener for privacy information.

    Taxes in Retirement-Secure Act 2.0

    Taxes in Retirement-Secure Act 2.0

    Kristina breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  She also provides an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. 

    You can reach Kristina by calling 800-832-1100.

    Powerful Legacy Insurance and Financial Services

    See omnystudio.com/listener for privacy information.

    Taxes in Retirement-Secure Act 2.0

    Taxes in Retirement-Secure Act 2.0

    Kelley breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  She also provides an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress.   She also answers listener questions.

    You can reach Kelley Slaught by calling 800-810-8060.

    California Wealth Advisors

    See omnystudio.com/listener for privacy information.