July 3, 2024

In today’s show, hosts Shana Burt and Seth Udinski discussed asset allocation, with Shana advising on appropriate cash allocation percentages based on investment timeline. They also covered using IRA withdrawals for charitable donations after age 70 and a half to avoid taxes, and Seth warned that taxes will likely be higher in the future so taxpayers should minimize them now through strategies like charitable IRA withdrawals. The hosts also criticized the Biden administration’s release of gasoline reserves ahead of hurricane season.

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Changing your plan may require you to select new sectors for certain stocks

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