New Year. New Questions.

Written By Don McDonald

Happy new year and we have new questions:

  • What do we think of XY Planning Network?

  • Is Vanguard's new Core Actively Managed Bond Fund a good investment?

  • What can or should be done with a gifted annuity?

  • Should VT and VTI be purchased now "at a peak?"

  • Is a $9,000 RMD tax analysis worthwhile?

Don McDonald
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