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Pre-Christmas Question Day
The questions may not be festive, but they're important, and Don answers them:
- How should assets be allocated across different types of accounts?
- What happens to the money in a 529 plan if the custodian needs to withdraw some?
- How should a young adult invest money from an inherited IRA?
- Can brokers' cash management accounts replace traditional bank accounts?
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Published on 2 years ago