Talking Money
Talking Money
Mike Miller
Listener Questions: Answered
45 minutes Posted Dec 12, 2020 at 3:00 pm.
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Show notes

In this episode, Mike answers a variety of listener questions:

  • What about helping the homeless veterans or other people out begging on the roadside?
  • My mutual fund has some Puerto Rican funds in it. Should I be concerned? Should I trade out of that fund?
  • Should I look at transferring some of my employee stock ownership plan (ESOP) into an IRA?
  • How does using a Qualified Charitable Distribution (QCD) affect my Adjusted Gross Income (AGI)?
  • What are some of the considerations for the Required Minimum Distribution (RMD)?
  • What about using a Donor Advised Fund?
  • I am just generally concerned about the current state of the stock market, should I sell everything and move to cash only?