Have you heard of Investment Style Misclassification? If your answer is no, this episode is for you. Joe Clark and Angi Kinser will help you understand everything about Investment Style Misclassification, standard deduction, what to do as a beneficiary and how to look at retirement.
Key Talking Points of the Episode:
- What is Investment Style Misclassification?
- Determination of an investment style
- Thinking through the standard deduction
- What is the fiduciary focus?
- The difference between itemization and standard deduction before and after-tax
- What does your IRA have to do with the standard deduction?
- Differences between fixed and social expenses at retirement
- What not to do as a beneficiary (real-life situation)
