
Money Talks - May 22, 2021
🌹J E Y J E Y 🌹
Description
<div>This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D. James Barker, CWS®, and Associate Michael Griffin, CFP® to discuss the week’s market performance and how inflation is affecting the market. D.J. and Michael delve into a case study of a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. The experts round out the show answering listeners’ questions on the long-term performance of emerging markets, using retirement accounts to pay for college tuition, and contributing to an IRA at age 75. <br/><br/></div><div>Check out the show segments using the chapter controls in the player above.<br/><br/></div><ul><li>Market Roundup: Covering the week of May 17—21, 2021</li><li>Case Study: Reducing Estate by Superfunding 529 Plans</li><li>Q&A Time: Emerging Markets, IRA for College Tuition, and IRA Contributions at 75</li></ul>