Episode 10 - What We’ve Learned in 2019
Down the Middle - A podcast by Peter Mallouk & Jonathan Clements
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the escalating trend of company owners exiting via Private Equity instead of going public, and what this means to investors. They also discuss a simplified method for investing in real estate; why 2019 - 2020 may be a rare and brief opportunity to convert a traditional IRA to a Roth IRA; and actions to take NOW AND BY DECEMBER 31 to impact your 2019 taxes.
