Podcast Episode Details
Back to Podcast Episodes
Q&A Friday is Back
Episode 969
Retiremeet (and Don's short film) are now behind us. Don takes a ton of your questions:
- What's the best way for an executor to distribute IRA assets to heirs?
- What kind of firm is Postal Benefits Group?
- How should fixed-income assets be allocated in a 529 to be used soon?
- Does a Fidelity SMA make sense?
- Can tax losses be carried forward without taking the $3,000 income deduction?
- How does Tom's advice sound so much like Paul Merriman's
- Why is the latest inflation rate showing for I-Bonds?
Published on 3 years, 7 months ago