Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367

Published: March 1, 2022, noon

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What are dollar-cost averaging and reverse dollar-cost averaging? Joe and Big Al explain as they answer questions about paying Medicare premiums with HSA funds, and ETFs vs mutual funds when dollar-cost averaging into small-cap value funds. Plus, why would you want to reduce the stock allocation in your emergency fund, and should a stable value fund be part of your portfolio? Is it possible to \\u201cre-identify\\u201d an inherited IRA as a spousal IRA to change the RMD calculation? Is the section 162 executive bonus plan just whole life insurance? And finally, Joe\\u2019s past comes back to haunt him with 9 cats, a neurotic beagle, and 200 IRAs. Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-367

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