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Q&A – Day Two
Episode 927
A full episode of recorded questions from listeners including:
- Two different 529 questions.
- In what should a 31-year old saughter invest?
- How should a 403b be transferred?
- Does it make sense to build a bond portfolio with individual TIPs?
- Should a pension be considered as a bond portfolio?
- Is there a custodian for a Solo Roth 401k?
- Can Vestory by Apella serve clients in other states?
Published on 3 years, 8 months ago