Ep 159. Using My 401(k) To Be Debt-Free?

In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&A episode.