Cheryl Winokur Munk
speaker
643 appearances
14 recordings
1 series
first heard Mar 2018
last heard Nov 2024
Cheryl Winokur Munk’s voice in public audio — every appearance, attributed to the second.
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Appearances
It's possible.
The really thing that they need to do is sit down with their tax advisor and figure out the different scenarios and run it both ways and see how it would work.
And that's something they should be doing every year because some years it may be different than others.
They might also want to consider converting some of their taxable account savings to Roth IRAs if they can, but it's going to depend on the situation.
Yes.
And a lot of the retirees are really looking for that next, you know, the best return possible.
And that makes a lot of sense.
But chasing yield can really derail your retirement savings if you're not careful.
Retirees also have to be careful about how much they're paying in fees for investment management.
There are some kind of generalities.
So clients with, say, $500,000 to $500 million in assets should really be paying in the range of 0.5% to 1% in advisor fees and keep
Custodial fees and ETF and mutual fund fees low, if possible.
If they're paying more, they really have to rethink what they're doing because those fees can really eat into their return and to their savings.
Thank you for having me.
Yes, there is, JR.
I did some research looking at various letters, the acceptance letters that families receive, and they're all over the board.
Some of them are just so hard to read.
It would be so much easier if there were one standard that everybody had, but that just doesn't exist nowadays, or at least it doesn't exist yet.
It may at some point.
Students and families really need to be familiar with the basic financial lingo.
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