Pre-Turkey Q&A - podcast episode cover

Pre-Turkey Q&A

Nov 17, 202315 minTranscript available on Metacast
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Episode description

In this episode, Don addresses the following: Why should a portfolio be rebalanced regularly? Is a state teacher's pension pre-tax money or can it be rolled over tax-free? What is the difference between the pre-tax, Roth, and after-tax 403b options? Finally, a listener appreciates the Medicare episode. Learn more about your ad choices. Visit megaphone.fm/adchoices