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Q&A: Retirement Investing for High Earners, the 1% Rule, & the Dow Jones Industrial Average

Rich Habits Podcast

CHAPTER

Fund Transfers and Debt Management

This chapter provides a guide on transferring funds between investment platforms while addressing the tax implications of selling investments within a Roth IRA. It also explores strategies for effectively managing and repaying a home equity line of credit, emphasizing the impact of high interest rates and the importance of targeting principal payments.

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