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Pre-Christmas Question Day

Author
Don McDonald
Published
Fri 15 Dec 2023
Episode Link
None

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?

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