Four Q Day

Written By Don McDonald

This Friday, Don answers questions about:

  • How many beneficiaries of a 529 plan can transfer $35,000 into a Roth IRA?

  • Does a micro-cap fund have a place in a portfolio?

  • Should a retirement lump sum be investing in rolling maturity fixed annuities?

  • Is there any reason to NOT fund a 457 plan?

Don McDonald
Previous

Hedge Fund Fail
Next

A Mere Million?