12-13-24 Looking Ahead to 2025: Realize Gains or Change Exposure?

Markets are setting up for a Santa Claus Rally; inflation pressure remains. What will the Fed do next week, and what will Powell SAY? The impact of tariffs may not be too dire; optimism abounds on Wall Street. Danny & Matt discuss end of year RMD's and how to best handle non-spousal Inherited IRA distributions. Constant changes in IRS rules are difficult to follow; delaying distributions might not be a wise choice. The current tax code could sunset in 2026. Danny & Matt discuss one-time lump-sum gifts: No one wants to pay a death tax, but few are able to touch the $14-million ceiling on such The lack of basic financial education; the importance of having The Talk about money with family during the holidays. The pro's and con's of charitable giving to Donor-advised funds vs charitable foundations; A discussion of tax rates vs effective rates when deductions are applied; the SALT deductions: What happens to them?

3:17 - Market Commentary: Setting Up for Santa Claus Rally
14:35 - End of Year RMD's & Non-spousal IRA's
30:44 - One-time Lump-sum Gifts
44:39 - Donating to Charitable Funds vs Donor-advised Funds

Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"CPI Was On The Screws: The Fed Has The Green Light"
https://realinvestmentadvice.com/reso...
"Portfolio Rebalancing And Valuations. Two Risks We Are Watching."
https://realinvestmentadvice.com/reso...
"2025 – Do Economic Indicators Support Bullish Outlooks?"
https://realinvestmentadvice.com/reso...
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The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here:
   • 12-12-24 The Pressure is On the Marke...  
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Our previous show is here: "CPI Gives the Fed a Green Light for Rate Cut"
   • 12-12-24 CPI Gives The Fed a Green Li...  
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Get more info & commentary:
https://realinvestmentadvice.com/news...
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