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Ask KT & Suze Anything: Do I Need a Will and a Trust?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Discussion on Callable CDs, Money Market Accounts, and Deferred Annuities

The chapter elucidates the risks associated with callable CDs and highlights the advantages of a one-year certificate of deposit at Alliant Credit Union. It further critiques a financial advisor's proposal to invest in deferred annuities over Fidelity money market premium accounts, suggesting Treasury ladders as a more suitable alternative.

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