Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
January 10, 2026
January 10, 2026 – She is very upset with Gene’s views on tariffs and found him ‘offensive’ – She also doesn’t believe that farmer’s markets are open in the winter – She gave him serious marching orders – How in the world did Gene respond?
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Gene and Alyssa answered questions and explored important topics:
- He asks how he can leave a legacy for his grandchildren when he has very little money?
- She is reluctant to confront her current advisor with the news she is leaving. What to do?
- She asks how to go about Roth conversions from her (2) 402(b) plans?
- They want to know if they can afford to construct an addition to their home?
- He asks if he can deposit $20,000 of stock into his wife’s Roth IRA?
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