New No-Risk ETF

Written By Don McDonald

We all want to make lots of money with no risk. Well, you can't have both. That hasn't stopped many in the financial and insurance business from creating products designed to make it appear you can receive wealth without risk. Tom and Don share the latest confounding example of this phenomenon. Then we answer listeners questions:

  • How does the new law allowing $35,000 to be moved from a 529 to a Roth IRA work?

  • How do you adjust the retirement withdrawal rate between a traditional 401k vs. a Roth?

Don McDonald
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