Comments on: Answering TOP Questions From Clients!

By: @larryhobbs8769

@larryhobbs8769 — Thu, 11 Apr 2024 13:51:13 +0000

Can you put money in an Ira for 2023 after the tax deadline for 2024? Thanks

By: @danieltik

@danieltik — Thu, 11 Apr 2024 06:02:36 +0000

Thank you so much for all the education you share. I want to retire in 10yrs at 40; right now, all my investment is in real estate, Roth 401k and Roth IRA. Should I start investing in after tax brokerage or is there a way to access retirement funds before retirement without penalties? Also, how much should I have invested ignoring the real estate (because I may liquidate if necessary) in order to withdraw $100k a year starting at age 40?

By: @Zorlig

@Zorlig — Thu, 11 Apr 2024 02:30:10 +0000

What is the best way to borrow against a portfolio? Are spx box trades viable and is that something advisors can do for you or is there a better solution?

By: @Jazzwealth

@Jazzwealth — Wed, 10 Apr 2024 19:39:34 +0000

In reply to @swamprat9018. That might be too fast for you! We tried to slow it down so even you could understand :)

By: @swamprat9018

@swamprat9018 — Wed, 10 Apr 2024 19:07:40 +0000

In reply to @swamprat9018. Maybe Chris can call the whitehouse and see what they been giving Biden on his good days.

By: @swamprat9018

@swamprat9018 — Wed, 10 Apr 2024 19:06:49 +0000

is there a way to put Chris at 1.75x speed and Dustin at 1.5x speed. Might give the old guy a Monster drink or two pre show….but then again he might not be able to handle it.

By: @Jazzwealth

@Jazzwealth — Wed, 10 Apr 2024 18:54:50 +0000

In reply to @brucesmith6868. No no.. thank you, Bruce!

By: @brucesmith6868

@brucesmith6868 — Wed, 10 Apr 2024 18:26:37 +0000

Thanks Dustin and Chris.

By: @Jazzwealth

@Jazzwealth — Wed, 10 Apr 2024 17:35:45 +0000

Thanks for watching! Have questions you want answered? Drop them below!