Pre-Christmas Question Day

Written By Don McDonald

The questions may not be festive, but they're important, and Don answers them:

  • How should assets be allocated across different types of accounts?

  • What happens to the money in a 529 plan if the custodian needs to withdraw some?

  • How should a young adult invest money from an inherited IRA?

  • Can brokers' cash management accounts replace traditional bank accounts?

Don McDonald
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