This week’s show covers the specifics of account consolidation, the importance of tax-efficient investing, the process of taking income from your accounts, and Roth conversions.
What Happened to my 5% Yield?, HSA's, and Lower Rates (9.21.24)
More on the Annuity Tax Bomb, Donor Advised Funds, and LOTS of emails! (9.14.24)
Best-Of (9.7.24)
Small Caps, How to Combat Recency Bias, Lessons Learned from the Last Correction (8.31.24)
