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How Do I Set-Up My Finances As A New Couple?! - Money Q&A

The Personal Finance Podcast

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Optimizing Roth IRA Investments and Fund Transfer

This chapter explores a college senior's investments in actively managed mutual funds with high expense ratios within a Roth IRA, advocating for a switch to passive index funds with lower costs at Vanguard, Fidelity, or Charles Schwab for improved efficiency and performance.

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