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Investing

The Importance of Asset Allocation

Answering reader questions about how to adjust your asset allocation and when to do it, what changes to make with your asset allocation when thinking about your long- vs short-term investment plan, and how to make the most of your asset allocation.

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High-Yield Savings Accounts

Answering reader questions about high-yield savings accounts, whether you should start a 529 if you are going to be an older parent when your kid goes to college, and if you should raid your taxable account to pay cash for a new house and avoid a high interest rate.

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Tax-Deferred vs. Roth Contributions: A Deep Dive

Discussing all things Roth, including conversations about Roth IRAs, the Backdoor Roth, the Mega Backdoor Roth, Roth conversions, and what all of that means. We start with a 101-level discussion before moving to a 201-level discussion and then diving into graduate-level tips and tricks.

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