July 13, 2024

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, to provide insights on the market and discuss June’s employment numbers and June’s Consumer Price Index. K.C. and Josh discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable. The hosts end the show with listeners’ questions on which accounts to use for charitable donations and potential issues with non-spouse joint accounts.

Timestamps and Chapters

00:00 Market Roundup: July 8 – July 12, 2024
21:17 Case Study: Net Unrealized Appreciation
33:02 Q&A Time: Charitable Giving and Joint Accounts

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Tagged ESOP, 401(k), stock benefits, gifting, concentration risk, capital gains, net unrealized appreciation, S&P 500 index performance, taxable account, June employment situation, POD, company stock, payable on death, Charitable Giving, joint bank accounts, lifetime estate exclusion, June Consumer Price Index, stock options