A Little Here, A Little There...

Written By Don McDonald

Making a few small strategic changes to your portfolio can add huge gains in the future.

Plus, we are swamped with questions:

  • Starting with a four question caller: IRA Crypto, Early SS, Roth conversion, Emergency funds

  • Giving money to a child? What are the alternatives?

  • What do we think of automatic 401k investments?

  • Move a 401k to Fidelity funds to save on fees?

  • What's the best way to take money out of retirement accounts?

Plus, we talk about the funding problems most people will face in retirement.

Don McDonald
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