Q&A – Day Two

Written By Don McDonald

A full episode of recorded questions from listeners including:

  • Two different 529 questions.

  • In what should a 31-year old saughter invest?

  • How should a 403b be transferred?

  • Does it make sense to build a bond portfolio with individual TIPs?

  • Should a pension be considered as a bond portfolio?

  • Is there a custodian for a Solo Roth 401k?

  • Can Vestory by Apella serve clients in other states?

Don McDonald
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