In this episode of the Thought & Action podcast, we’ll discuss a tax free Roth conversion strategy. More specifically, we’ll discuss converting your traditional, taxable IRA account into a tax-free Roth IRA account as an oil and gas investment, and if that decision is appropriate for you. We’re joined by Fred Gratz, East Coast director …
Welcome to the Thought and Action podcast with Erik Flegal. Today we’re joined by Christine England to discuss virtual philanthropy. Christine runs Lowcountry Eat Out! (LEO), a Facebook group out to save restaurants. During the pandemic, LEO compiled information on who was doing takeout and delivery, anybody that had new menus, and who changed their …
Tom Carroll, founder and CEO of Ballast Rock Capital, joined the Thought and Action podcast to discuss real estate investing with a positive social impact. The thought for the day is how investment real estate can have a positive social impact and how that fits into a portfolio. The action is deciding how to apply …
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