Saturday Eve Qs and Cs

In this Q&A (and C) episode:

  • What's the best way to sell gold for an estate and what are the tax ramifications?

  • What type of 401k is better for charitable contributions?

  • Those Vanguard transaction fees get paid back into the funds.

  • Can an index fund be traded, tax-free for an ETF from another firm?

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Your Investment Priorities

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Past Isn't Prologue