A Unique QCA Day

In today's question and comment episode:

  • Don is appalled by another great example of a slick salesperson selling a horribly complex and misleading insurance investment for retirement.

  • Should a Roth be funded for someone on the cusp of making too much money.

  • A listener shares positive comments about a recent show.

  • Does overfunding a 529 to allow a future Roth IRA transfer to a child make sense?

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Trustworthy Advice