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Money and Marriage Questions

Author
Don McDonald
Published
Fri 21 Apr 2023
Episode Link
None

An extra large helping of listener questions today:

A young investor seeks our portfolio blessing.

Does a Merriman-suggested ETF make sense to own?

Should he keep shoveling money into savings?

Do RMDs impact Social Security taxation?

In which types of accounts should various assets be located?

Is this a strategy to avoid backdoor IRA taxes?

Don is called on to settle a couple's dispute about annuities.

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