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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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Learn more about Burney Tax Advisors and how you can navigate the upcoming tax season confidently with strategic tax planning and seamless preparation.

Fill out the form and Director of Tax Rhonda Collins, CPA will reach out to you to set up an introductory call.

 

 
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