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Four Question Friday

Four Question Friday



It's Friday! That means Don is answering a few more of your questions:

  • What should be done with some old, expensive funds in a Roth?
  • Does a pre-tax retirement contribution reduce Social Security earnings penalties?
  • Does it make sense to use RMDs to make charitable contributions?
  • Is an expensive, actively managed small-cap value fund better, and do target-date funds have hidden fees?


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Published on 2 years, 6 months ago






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