PLAY PODCASTS
Money and Marriage Questions

Money and Marriage Questions

Talking Real Money - Investing Talk

April 21, 202326m 36s

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Show Notes

An extra large helping of listener questions today:

A young investor seeks our portfolio blessing.

Does a Merriman-suggested ETF make sense to own?

Should he keep shoveling money into savings?

Do RMDs impact Social Security taxation?

In which types of accounts should various assets be located?

Is this a strategy to avoid backdoor IRA taxes?

Don is called on to settle a couple's dispute about annuities.


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