Last Q&A of '23

Written By Don McDonald

This is the last episode of 2023 and it's only fitting that it be Don's favorite type: questions and answers. We have some great ones this week:

  • Is adding a DFA value fund worth the added cost?

  • Should 529 money be used to eventually fund a Roth IRA?

  • Can we make a better case against Bitcoin?

  • What should be done with an old annuity?

Don McDonald
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Retirement Relocation