Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
April 12, 2025
April 12, 2025 – Tariffs and Stock Market Surges 5% for the Week! – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Wisconsin based car dealer calls in with excellent question
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Gene and Alyssa answer questions:
- She asks what happened to the cost basis in her home when her husband died?
- He asks if he should convert his $800,000 IRA to a Roth IRA at age 58??
- His daughter is a full-time student. Her internship paid her $4,000. Can she do an IRA?
- He asks why and how to report gifts more than $18,000 in a year?
- And we are still feeling very, very blessed
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.


