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Ask HTM – HYSA Handicaps, Donor Advised FUN, & 401k Rollover Tax Triggers #1216

 

We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, we want to hear it! But first we discuss Matt’s Fidelity fiasco,, but then we get into:

 

1 - Startup stability: when do you know it’s time to part ways or stick with a startup that has good potential?

2 - Donor advised FUN: can I use my DAF to fund my charity goal for a race I’m signed up for?

3 - 401k rollover: I really wants my funds in a Roth IRA so how should I go about it?

4 - Kid insurance: why are my friends getting life insurance policies for their kids?

5 - HYSA trade-offs: should I consider moving our savings over to CIT or Betterment?

 

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Best friends out!

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