NerdWallet's Smart Money Podcast cover image

The Best Financial Products of 2025 and Investing in Collectibles

NerdWallet's Smart Money Podcast

CHAPTER

Navigating Retirement and Mortgage Choices

This chapter provides insights on tax-efficient ways to transition retirement accounts and emphasizes the importance of matching account types during rollovers. It also reviews U.S. Bank as the top mortgage lender of 2025, discussing its transparency, diverse offerings, and assistance programs beneficial for first-time homebuyers.

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