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Your Lucky Q&A Day

Your Lucky Q&A Day



This Friday the 13th is your lucky day as Don answers some important questions that could help you build wealth better:

  • How much can an employee contribute to a 403b?
  • Can money in 529 education plans be rolled over into a Roth IRA?
  • What should be done with some extra monthly investing money?
  • Now that Vestory is part of Apella Wealth, what's changed?
  • Should funds in an IRA be moved from Vanguard mutual funds to ETFs?
  • What are the best fund to use in a qualified plan to match personal risk tolerance?


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Published on 2 years, 11 months ago






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