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Perspective & Questions

Perspective & Questions


Episode 910


Don looks at the market decline of today versus that of two years ago. Plus her answer many of your questions about:

  • Taking early withdrawals from Roth IRAs.
  • E-filing IRS form 1116, schedule B.
  • Avoiding a "wash sale" when harvesting a bond fund loss.
  • Better ways to invest in a 401k.
  • Setting aside money to pay future RMDs.
  • The best way to have advisory fees deduated from multiple accounts.


Published on 3 years, 9 months ago






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