"Baloney Storm"

Written By Don McDonald

You can't know the future. So, what do you do, then? Tom has some ideas.

Then, Tom takes questions:

  • What is the impact of a government pension on Social Security payments?

  • What do all of those letters at the end of mutual fund names mean?

  • What are the benefits of third-party trusts?

  • What should be done with a costly short-term bond fund?

  • Is a short or intermediate bond fund better?

  • Can assets be moved tax-free into a donor-advised fund?

Don McDonald
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