Episode Details
Back to Episodes
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices