About this episode
The episode features a retirement-account quiz that leads to a discussion on various financial topics and listener questions.
Tom takes a Wall Street Journal retirement-account quiz while Don gleefully plays game show host, leading to a surprisingly useful (and occasionally chaotic) discussion of HSAs, Roth IRAs, Trump accounts, 529 plans, contribution limits, and retirement withdrawal rules. The episode then pivots into listener questions about ACAT transfer anxiety during market volatility and a blistering takedown of indexed annuities, including misleading “bonuses,” surrender charges, and the illusion of “market...
People in this episode
Host: Don McDonald
Guest: Tom
Topics covered
- retirement accounts
- financial planning
- listener questions
- market volatility
- investment strategies
Keywords
- retirement quiz
- HSAs
- Roth IRAs
- 529 plans
- market volatility
- indexed annuities
- contribution limits
- withdrawal rules
Mentioned in this episode
Organizations: Wall Street Journal, HSAs, Roth IRAs, Trump accounts, 529 plans, indexed annuities
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