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Pre-Holiday Q&A

Pre-Holiday Q&A

Published 3 years, 4 months ago
Description

This episodes questions:

  • With a new child on the way, what should be done financially?
  • What are collective investment trusts?
  • Daughter being sold a structured annuity, what it it?
  • Does it make sense to pay of home mortgage?
  • Does it make sense to transfer a 403b to an IRA and what are the drawbacks?
  • Can a health savings account (HSA) be moved to another HSA?

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