Episode Details

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?