Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans
New Focus on Wealth with Chad Burton
Release Date: 08/02/2024
Certified Financial Planner Chad Burton Discusses Friday Stock Tumble
New Focus on Wealth with Chad Burton
info_outline
Certified Financial Planner Chad Burton Discusses Markets With Rob Black
New Focus on Wealth with Chad Burton
info_outline
Certified Financial Planner Chad Burton Talks With Rob Black On Retirement
New Focus on Wealth with Chad Burton
info_outline
Certified Financial Planner Chad Burton Discusses Your Retirement
New Focus on Wealth with Chad Burton
Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
info_outline
Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors
New Focus on Wealth with Chad Burton
This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at . Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what’s the smartest way to unlock equity? Chad explores loan strategies, strategic property sales, 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges to optimize wealth while minimizing tax burdens. But that’s just the...
info_outline
Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
New Focus on Wealth with Chad Burton
Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.
info_outline
2024 market recap, direct indexing and retirement asset allocation.
New Focus on Wealth with Chad Burton
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfolio strategies, emphasizing long-term planning, diversification between asset classes, and careful repositioning for those nearing retirement. He provides advice on managing windfalls,...
info_outline
EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
New Focus on Wealth with Chad Burton
Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by , this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy. In this recording, we discuss topics such as: Understanding 1031 exchanges and how they work Exploring the factors of DSTs...
info_outline
Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange
New Focus on Wealth with Chad Burton
In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential....
info_outline
Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value
New Focus on Wealth with Chad Burton
In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of...
info_outlineThis episode discusses various financial topics, including market updates, strategies for selling covered calls to create income on large stock positions, estate planning considerations, capital gains tax implications, and the flexibility of 529 plans for education savings. Chad provides insights on the pros and cons of different financial strategies, such as transferring funds from 529 plans to Roth IRAs and the importance of considering risk versus tax savings when making financial decisions. Additionally, the episode touches on the evolving landscape of education and the potential need for reevaluation of traditional college education in light of changing job markets and specialized training opportunities.
Timestamps:
[00:02:36] Market update and Fed day.
[00:04:25] Small cap companies and interest rates.
[00:10:26] Covered calls for income.
[00:11:52] Selling covered calls for income.
[00:17:09] Selling calls for current income.
[00:22:05] Capital gains tax rates.
[00:23:23] Tax implications of stock sales.
[00:28:27] 529 plans basics.
[00:30:14] Maximizing 529 Plan Benefits.
[00:35:34] Changing landscape of college education.
[00:38:13] Specialized Training in Financial Planning.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com