Gene answers tons of listener questions:
- How can listener gift stock to six different individuals?
- If he retires at the end of the year and takes a ‘chunk’ out of his 401(k) will he get hammered on taxes?
- Mom passed away February of 2019. Does she need to file a final income tax return?
- Is she inherits a Roth IRA is she required to take the money out in ten years?
- 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