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Show Notes
The questions may not be festive, but they're important, and Don answers them:
How should assets be allocated across different types of accounts?
What happens to the money in a 529 plan if the custodian needs to withdraw some?
How should a young adult invest money from an inherited IRA?
Can brokers' cash management accounts replace traditional bank accounts?
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How should assets be allocated across different types of accounts?
What happens to the money in a 529 plan if the custodian needs to withdraw some?
How should a young adult invest money from an inherited IRA?
Can brokers' cash management accounts replace traditional bank accounts?
Learn more about your ad choices. Visit megaphone.fm/adchoices