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The Investment Playbook Show

May 11, 2021

Uniform Transfers To Minors (UTMA) provides a mechanism for investing assets for minor children. The age of majority varies from state to state. Indiana’s age of majority is 21 and at that point the child has total access to the investments without any restriction or oversight from the original donor.

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May 11, 2021

59.5 is the age where the 10% federal withdrawal penalty goes away. This is true of IRA’s and most company plans. How you coordinate your distribution strategy is both a question of income and of age.

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May 4, 2021

Inflation is usually slow to show up, like gaining a pound or two a year. Typically, it doesn't make a great deal of difference until it does. The destruction of your purchasing power - a dollar buying less today than it did in the past - is one of the four issues for a Fiduciary. Understanding inflation, the value of...