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Burney Town Hall: Ask Us Anything

 

  • 00:00 - Intro & Agenda
  • 02:27 - About Burney Tax Advisors
  • 03:34 - Q&A
    • 04:55 - Question #1: Wars Impacting Investments
    • 10:34 - Question #2: Finding Tax Information
    • 13:29 - Question #3: BRNY ETF and Taxes
    • 17:35 - Question #4: Annuities
    • 18:58 - Question #5: IRMAA
    • 22:30 - Question #6: IRAs
    • 24:35 - Question #7: Roth Conversions
    • 31:51 - Question #8: Donor-Advised Funds
    • 35:00 - Question #9: Custodians
    • 37:34 - Question #10: BRNY ETF Fees
    • 40:01 - Question #11: Stocks
    • 43:59 - Question #12: Stocks - Cost to Buy/Sell
    • 45:10 - Question #13: Burney's Size & Style Model
    • 52:07 - Question #14: Interest Rates
    • 54:29 - Question #15: Inflation Expectations
    • 55:46 - Question #16: Realized Gains
    • 57:10 - Question #17: Mutual Funds vs. ETFs
    • 57:52 - Question #18: Gold Stocks
  • 59:01 - Next Steps
  • 59:44 - Outlook for US Equities in 2024 Webinar

 

 

During our Burney Town Hall, we answered questions about:

  • Tax planning & preparation
  • Investment planning
  • Financial planning

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.


Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

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