19 minutes | Apr 23, 2021

A Big Day for Q&A

This is a great problem to have. Too many questions piling up. So, today Don dives into a bunch of them:

Does it make sense to convert an elderly woman's IRA into a Roth for beneficiaries?

A guy tries to pitch his friend on the benefits of Primerica.

Does it makes sense to have earthquake insurance?

What is a good tax efficient fund?

What should be done with an actively managed Fidelity fund that is paying out lots of gains.

 

 

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