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Pre-Turkey Q&A

Pre-Turkey Q&A

Talking Real Money - Investing Talk

November 17, 202314m 12s

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Show Notes

In this episode, Don addresses the following:

Why should a portfolio be rebalanced regularly?

Is a state teacher's pension pre-tax money or can it be rolled over tax-free?

What is the difference between the pre-tax, Roth, and after-tax 403b options?

Finally, a listener appreciates the Medicare episode.
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