More Friday Questions

Here are today's questions: Is a friend working with a good advisor? What's the best way to move money from an appreciated mutual fund to a more tax-advantaged fund? How does an organization determine the proper risk profile? How can a a well-diversified ETF portfolio created? At what age does a custodial IRA need to be turned over to a beneficiary in Washington? How should an investment property be sold and the proceeds reinvested?
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