Jewish Money Matters

Jewish Money Matters


290: Ask Yael

November 25, 2022

B”H




This week, Yael answers listeners’ questions about:


  • Rolling over a 401K plan?
  • The impact of kids’ and parents’ investment accounts on college financial aid? 
  • Should a listener continue investing in her 401k if she has access to an employee stock ownership plan (ESOP)?


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