Q&A Friday is Back

Retiremeet (and Don's short film) are now behind us. Don  takes a ton of your questions:

  • What's the best way for an executor to distribute IRA assets to heirs?

  • What kind of firm is Postal Benefits Group?

  • How should fixed-income assets be allocated in a 529 to be used soon?

  • Does a Fidelity SMA make sense?

  • Can tax losses be carried forward without taking the $3,000 income deduction?

  • How does Tom's advice sound so much like Paul Merriman's

  • Why is the latest inflation rate showing for I-Bonds?

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Change of Plans

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You Don't Know the Way