Four Question Friday

Written By Don McDonald

It's Friday! That means Don is answering a few more of your questions:

  • What should be done with some old, expensive funds in a Roth?

  • Does a pre-tax retirement contribution reduce Social Security earnings penalties?

  • Does it make sense to use RMDs to make charitable contributions?

  • Is an expensive, actively managed small-cap value fund better, and do target-date funds have hidden fees?

Don McDonald
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