TGIQ (and A) Day

Written By Don McDonald

Don continues to whittle down the pile of listener questions (thanks for these):

  • How should contributions be divided between Roth and pre-tax accounts?

  • Should an extra $10K fund a Roth of pay the taxes to convert to a Roth?

  • Vanguard or Fidelity for a small cap fund?

  • Mom inherited some expensive broker sold mutual funds and wants to give to him.

  • Does it make sense to get involved in an employee stock purchase plan (ESPP)?

Don McDonald
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