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"Baloney Storm"

"Baloney Storm"


Episode 1010


You can't know the future. So, what do you do, then? Tom has some ideas.

Then, Tom takes questions:

  • What is the impact of a government pension on Social Security payments?
  • What do all of those letters at the end of mutual fund names mean?
  • What are the benefits of third-party trusts?
  • What should be done with a costly short-term bond fund?
  • Is a short or intermediate bond fund better?
  • Can assets be moved tax-free into a donor-advised fund?

 


Published on 3 years, 4 months ago






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