Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos.
1. Passive vs. active investing, unrealized vs. realized (recognized) gains, and producing ‘controlled’ income.
2. ‘Phantom’ capital gains.
3. Gen X will be the first generation to live off of a retirement plan without a pension from a company.
4. Mutual funds lose their 2008 carry forward losses at the end of this year. What’s this mean for you?