Pre-Holiday Q&A

Written By Don McDonald

This episodes questions:

  • With a new child on the way, what should be done financially?

  • What are collective investment trusts?

  • Daughter being sold a structured annuity, what it it?

  • Does it make sense to pay of home mortgage?

  • Does it make sense to transfer a 403b to an IRA and what are the drawbacks?

  • Can a health savings account (HSA) be moved to another HSA?

Don McDonald
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