Topics Covered:

1. Hit your retirement savings goal? It may be wise to unload some stocks (CNBC)

2. What’s Not to Like About a Fund With a 7% Yield? (The Wall Street Journal)

3. Giving legacy access to your iPhone. (The Wall Street Journal)

4. Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now (CNBC)

For full show notes visit: https://sfgway.com/221

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