BROADCASTS.com

The value of a financial advisor (aka \u201cAdvisor\u2019s Alpha\u201d) and a discussion of target date funds with Don Bennyhoff from Vanguard, estate planning and the difference between a will and a trust, and Joe and Big Al answer emails on Roth conversions, taxation on day-trading stocks, tax write-offs on retirement contributions, and why some great companies have low stock prices. Plus, the fellas discuss a recent survey where millennials said they\u2019d rather disclose a sexually transmitted disease to a potential partner than to reveal their debt.\xa0Original publish date February 11, 2017.\xa0 Note that content may be outdated as rules and regulations have changed.

00:00 - Intro
01:00 - Young Americans Would Rather Disclose Their STDs Than Their Debt
12:11 - The Importance Of An Estate Plan: Estate Planners 11 Tips for the New Year
26:47 - Should I Convert to Roth as Quickly As Possible or Over Time?
32:41 - Interview with Vanguard Senior Investment Strategist Don Bennyhoff on Target Date Funds and Advisor's Alpha
48:00 - How will my profits and loss from day trading be taxed at the end of the year?
50:46 - Can I still deduct a maximum amount of taxes on a traditional IRA if I contribute to a 401(k) plan?
55:51 - What is the best way to leave retirement accounts to children and minimize our RMD tax implications?
1:00:43 - Why do some companies have a lower stock price than other, less profitable companies?