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Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy

Retirement Answer Man

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401k and Roth Conversions in the Early Gap Years of Retirement

Anonymous, if you just go ahead and buy $10,000 worth of I bonds, which is the annual limit for a person. You're not going to lose any money or make any money other than the interest that it pays you. Two quick little side notes on I bonds: They only accrue interest for 30 years; they can't go up in value or down in value. Our next question comes from Scott and it's related to a 401k plan and Roth conversion.

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