<p>In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&A episode.</p>

In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&A episode.

<p>In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&amp;A episode.</p>

Ep 159. Using My 401(k) To Be Debt-Free?

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Ep 159. Using My 401(k) To Be Debt-Free?

Ep 159. Using My 401(k) To Be Debt-Free?