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Pre-Holiday Q&A
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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Published on 3 years ago