The Wise Investor Show

Ann and Matt discuss some items to check in on around the mid year point. Topics include: Retirement contributions, Roth and After Tax 401k Contributions, Portfolio Re-balancing, Tax Withholding and Quarterly Estimated Tax Payments, Health Plan Deductible, HSAs and FSAs, Credit Reports, Debt Reduction and Mortgage Refinancing, Budget, RMDs and QCDs. They also discuss the potential enactment of the SECURE Act and the TSP Modernization Act.