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#762: Q&A: I’m the Executor of Dad’s $500K Portfolio. Should I Cash It Out?

Source: Afford Anything® ·
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The Quick Take

“So I would say move it to cash today.” That was Joe’s advice to a listener who just became the executor of an estate, with a $500,000 brokerage account mostly in S&P 500 index funds and months of probate ahead. I disagreed. That money now belongs to him and his siblings, whose time horizon stretches...

Read the full story at Afford Anything® →

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