On the Money: Elections, Inherited IRAs, Qualified Charitable Distributions

On this episode of “On the Money,” Paul Ruedi, David Ruedi, Ryan Repko, and Dr. Fred Giertz discuss the impact of elections on the stock market. They also discuss the dangers of chasing investment performance, Roth Conversions, and Qualified Charitable Distributions.

(2:32) Real GDP up 2.6%

(9:58) Strong October returns

(10:26) The dangers of chasing performance

(20:44) What to do during a bear market

(29:06) Inherited IRAs

(31:48) Roth IRA conversions

(34:53) Qualified Charitable Distributions

(40:29) Will Social Security be available for me?