Gene answers tons of listener questions:
- Is it legal and permissible to buy investment real estate inside a Roth IRA?
- Can a Transfer on Death designation to be added to the deed to a home?
- Should she set up her regular payments on auto-pay or continue to write checks?
- He wants to use his RMD to fund 529 plans for his granddaughters – without paying income tax?
- Buckets more questions
For our More than Money Audience
Free Second Opinion Meeting
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.