Answering listener questions about how they can make smarter use of Roth accounts and tax-efficient retirement strategies and how they can think about reducing future RMDs.
Do you know someone dedicated to teaching financial literacy? Recognize them by sending us nominations for the 2026 Financial Educator of the Year Award.
Answering listener questions about whether it makes sense to sell a legacy investment for a lower-cost option and how to think through that tax tradeoff, how to choose tax lots in a taxable account, and whether MYGAs are a bond alternative.