Henssler Money Talks - May 18, 2024

Henssler Money Talks

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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)

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Chapter

1. Market Roundup: May 13 – May 17, 2024 (00:00:00)

2. Case Study: Roth IRA Retirement Income Strategy (00:22:45)

3. Q&A Time: 404(k) Rollovers to an IRA then into a 401(k) (00:34:01)