22 Jan Jan. 22, 2024

With a new year, many investors review their portfolio. One asked if their all-index fund allocation is a smart idea.

Do you help your adult children with some of their monthly bills? One parent had questions about the practice.

And we considered how a pension would be taxed in New Jersey compared to in Florida, and what rules govern when you can take cash after an IRA conversion.

See all that and more in this week’s eNewsletter.