Gene answers tons of listener questions:
- What is the tax bill on a home inherited from mom, then sold, with a mortgage held?
- What should she do with proceeds from the sale of her home?
- Should she take her widow’s social security benefits when she turns 60?
- He lost his wife this year. How does he properly report that on his income tax return?
- Tons of great listener questions!
For our More than Money Audience
Free Second Opinion Meetings
- Social Security Review
- Medicare Review
- Investments Review
- Retirement Review
- Life Insurance Review
- Long Term Care Insurance Review
- Estate Planning Review
- Income Tax Review
- Complete Financial Picture Review
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your free review.