This week’s show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven’t heard about, and lots of emails.
Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)
Account Consolidation Specifics, Tax-Efficient Investing, Roth Conversions (9.28.24)
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)
