Sept. 29, 2023

A Unique QCA Day

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Apple Podcasts podcast player iconSpotify podcast player iconiHeartRadio podcast player icon

In today's question and comment episode:

Don is appalled by another great example of a slick salesperson selling a horribly complex and misleading insurance investment for retirement.

Should a Roth be funded for someone on the cusp of making too much money.

A listener shares positive comments about a recent show.

Does overfunding a 529 to allow a future Roth IRA transfer to a child make sense?


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