REITs, Stock Options, and IRAs: We Answer Your Listener Questions

Jake writes: If he is investing for the long term and focusing on dividends, should I invest into one REIT and continue to reinvest dividends until I retire?

This just one of the questions we tackle on today’s show.

We also hear from Janelle, who has had a mutual fund IRA for 10 years and has grown by $3,000. However, she is considering moving it to another brokerage account due to the $96 fees she is paying.

JD asks about incentive stock options. ISOs are on a 4-year monthly investing schedule and have passed the cliff date. This means I am able to exercise over a quarter of the outstanding shares. It’s possible I could be subject to AMT (alternative minimum tax).

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Doug Goldstein | Goldstein on Gelt
Miranda Marquit | Planting Money Seeds
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Stacking Benjamins

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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Here’s how it works: First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

 

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