Carl Stuart takes caller and text questions on taking a 401(k) loan, and when you should avoid reducing your 401(k) balance, managing required minimum distributions, using qualified charitable distributions to reduce taxable income, and the benefits of exchange-traded funds compared to mutual funds.
financial advice
Navigating Retirement Accounts, Private Investments, and Real Estate
Carl Stuart takes caller and text questions on Roth conversions, investing in private credit/equity, and managing an inherited brokerage account with unknown cost basis. He also provides insights on the current state of the Austin real estate market based on recent data.