Description

Henssler Money Talks — May 18, 2024
Season 38, Episode 20 

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the week’s market movements that led to an all-time high and inflation information from the Producer Price Index. K.C. and Logan discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. The financial experts also answer a listener’s question on 401(k) rollovers to an IRA and the once-per-year rollover rule. 

Timestamps and Chapters

• 00:00 Market Roundup: May 13 – May 17, 2024
• 22:45 Case Study: Roth IRA Retirement Income Strategy
• 34:01 Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)

Follow Henssler:  

• Facebook: https://www.facebook.com/HensslerFinancial/ 
• YouTube:  https://www.youtube.com/c/HensslerFinancial 
• LinkedIn: https://www.linkedin.com/company/henssler-financial/ 
• Instagram: https://www.instagram.com/hensslerfinancial/ 
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en 
• X: https://www.x.com/hensslergroup 

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/