Stop switching your investments around

In this episode, Tom offers some reminders about not tinkering with your investments as the market goes up and down and which bond funds are preferable. The conversation then turns to initial public offerings and why the hype around them is not always worth believing. Last year's market movements, real estate capital, and Delaware trusts are also covered.

Tax efficiency and required minimum distribution on IRAs. 

Leaving your money alone for the long haul.

Bond funds that we like. 

Traditional IRAs, charity donations and figuring out the tax laws. 

Initial public offerings and the excitement around them. 

The bad news about your money movements late last year.

Investing money from a rental property in a Delaware trust. 

A little bit about our upcoming Science of Retirement Event!