Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

Podcast: Motley Fool Hidden Gems Investing · The Motley Fool

Opublikowano: 2026-09-26

Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including: -Is it better to invest in Treasury bills directly or through an ETF or fund? -How to avoid the 10% early distribution penalty if retiring before age 59 1/2 -The pros and cons of closed-end funds -Is 90% in stocks too aggressive for a portion of a retirement portfolio? -Sell stocks or take out a loan to pay for graduate school? -Do Roth conversions make sense in your 60s? Host: Robert Brokamp, CFP®, E...