June 2, 2023

Four Question Friday

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It's Friday! That means Don is answering a few more of your questions:

What should be done with some old, expensive funds in a Roth?

Does a pre-tax retirement contribution reduce Social Security earnings penalties?

Does it make sense to use RMDs to make charitable contributions?

Is an expensive, actively managed small-cap value fund better, and do target-date funds have hidden fees?


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