A Unique QCA Day
Sep 29, 2023•21 min•Transcript available on Metacast Episode description
In today's question and comment episode:
Don is appalled by another great example of a slick salesperson selling a horribly complex and misleading insurance investment for retirement.
Should a Roth be funded for someone on the cusp of making too much money.
A listener shares positive comments about a recent show.
Does overfunding a 529 to allow a future Roth IRA transfer to a child make sense?
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