Pre-Labor Day Q&A

Written By Don McDonald

In today's end-of-week edition of interaction between listeners and Don:

  • Would the tax savings from a deductible 401k beat the tax-free aspect of a Roth 401k?

  • Will savings be adequate to provide income while waiting until age 70 to take Social Security?

  • Amounts paid out-of-pocket – instead of an HSA – for medical expenses are eligible for early withdrawal.

  • Does it make sense for a couple with only one money-managing spouse to invest with an advisor?

Don McDonald
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