Four Q Day
Nov 10, 2023•20 min•Transcript available on Metacast Episode description
This Friday, Don answers questions about:
How many beneficiaries of a 529 plan can transfer $35,000 into a Roth IRA?
Does a micro-cap fund have a place in a portfolio?
Should a retirement lump sum be investing in rolling maturity fixed annuities?
Is there any reason to NOT fund a 457 plan?
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