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Money and Marriage Questions

Money and Marriage Questions

Published 2 years, 11 months ago
Description

An extra large helping of listener questions today:

  • A young investor seeks our portfolio blessing.
  • Does a Merriman-suggested ETF make sense to own?
  • Should he keep shoveling money into savings?
  • Do RMDs impact Social Security taxation?
  • In which types of accounts should various assets be located?
  • Is this a strategy to avoid backdoor IRA taxes?
  • Don is called on to settle a couple's dispute about annuities.

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