Pre-Turkey Q&A

Written By Don McDonald

In this episode, Don addresses the following:

  • Why should a portfolio be rebalanced regularly?

  • Is a state teacher's pension pre-tax money or can it be rolled over tax-free?

  • What is the difference between the pre-tax, Roth, and after-tax 403b options?

Finally, a listener appreciates the Medicare episode.

Don McDonald
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