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Your Money, Your Wealth — RSU, Mutual Funds, Bonds, and Annuities - 442
Not scored yet52m·2023-08-15·Money

RSU, Mutual Funds, Bonds, and Annuities - 442

Your Money, Your Wealth · 442

What's the best strategy for E-Dog's restricted stock units with his employer, how are RSUs taxed, and how do Roth conversions fit into the mix? Plus, should Jay in Raleigh liquidate his annuities or follow "Stan the Annuity Man's" advice and take the annual payments? Elisa wants to know how a mutual fund portfolio…

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