Cash Is King?

Don is still away, but will be back soon. In the meantime: Who needs those risky stocks? A brilliant 25-year claims to have discovered the incredible power of nice, safe CDs and savings. How and how much should be invested in cash versus stocks and other investments?

Then, our listeners want to know:

• What should be done with an annuity in a retirement plan?
• Does it makes sense to move money from one annuity to another?
• What is a qualified annuity trust?
• Can an IRA be given to a charity avoiding taxation on distributions?
• What's the best way to generate retirement income to delay Social Security?
• Does a QCD avoid taxes on an RMD?

Learn more about your ad choices. Visit megaphone.fm/adchoices