Query Catch-Up
We start with a quick Frank Vasquez update. Then, it's off to your questions – which include a coincidence related to yesterday's podcast:
First, an ad that lies about 401ks to sell "bank on yourself" life insurance.
A listener in Laurel, MS seeks investing help for his mother.
Does the amount of money you have determine portfolio allocation?
A CA listener looks for 401k in-service Roth conversions.