Watch Now:

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.