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New Year. New Questions.

New Year. New Questions.



Happy new year and we have new questions:

  • What do we think of XY Planning Network?
  • Is Vanguard's new Core Actively Managed Bond Fund a good investment?
  • What can or should be done with a gifted annuity?
  • Should VT and VTI be purchased now "at a peak?"
  • Is a $9,000 RMD tax analysis worthwhile?

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Published on 1 year, 11 months ago






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