More Friday Questions
Aug 25, 2023•20 min•Transcript available on Metacast Episode description
Here are today's questions:
Is a friend working with a good advisor?
What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund?
How does an organization determine the proper risk profile?
How can a a well-diversified ETF portfolio created?
At what age does a custodial IRA need to be turned over to a beneficiary in Washington?
How should an investment property be sold and the proceeds reinvested?
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