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Q&A: Cashing Out The College Fund, Discretionary 401(k) Match, & Shopping Financial Advisors

Rich Habits Podcast

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When To Roll Over a 403(b) and Sell an Unprofitable Rental

Samantha asks about retiring at 62 and a condo in the Philippines; hosts advise selling the condo, paying off HELOC, and rolling the 403(b) into a traditional IRA when leaving employment for autonomy and planning.

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