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Insurance Investments

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Maximize Your Tax Deferred Funds

Mr. Skywalker: I don't think you need to add complexity to your plan just to add complexity or just to continue to maximize. Maybe there's some opportunity to just be contributing to taxable accounts and pursuing some of the more near term goals. So putting all this money into tax deferred funds might not be the best option. And if something else came down the line where we could invest in a real estate, it's also available pre retirement for that.

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