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Investing

Rollovers, Roth, and Investing

Answering reader questions about the Mega Backdoor Roth, the regular Backdoor Roth IRA, and IRA rollovers. We also talk about high-yield dividend funds and answer a question about asset allocation and asset location.

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Due Diligence on Real Estate Deals

Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-one loans for mortgages can work for you.

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