Unexpected Windfalls: EDU #2021

Published: May 27, 2020, 4 a.m.

Jim and Chris discuss a topic brought to us by a listener’s question:  what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note:  Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if […]

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