Insights on Retirement Planning and Secure Act 2.0 Impact on RMD Rules

In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.

00:06 Introduction

00:38  Long-term outlook on Microsoft

01:34 Tesla calls 2022 “best year ever”

02:40 Southwest takes $800M hit 

03:31 Morningstar’s travel outlook and stock picks

10:02 New Rules for IRA Distributions

Read about topics from this episode.

Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310 

Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023

Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins Ahead

New Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession Concerns

Can the Travel Industry’s Recovery Continue?

3 Notable Changes in Secure Act 2.0 for Advisors

What to watch from Morningstar.

Should You Buy a House Right Now? https://youtu.be/8QBdK6pDAN4

Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73ME

Stock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2c

Create a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE

Read what our team is writing.

Seth Goldstein

Dan Wasiolek

Christine Benz

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