More Friday Questions

Written By Don McDonald

Here are today's questions:

  • Is a friend working with a good advisor?

  • What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund?

  • How does an organization determine the proper risk profile?

  • How can a a well-diversified ETF portfolio created?

  • At what age does a custodial IRA need to be turned over to a beneficiary in Washington?

  • How should an investment property be sold and the proceeds reinvested?



Don McDonald
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