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Gene and Alyssa answer buckets o’ questions:
- What amount can a husband and wife deduct on their PA income tax for 529 contributions?
- He wants to work after he reaches full social security. Will he just lose it all to taxes?
- He asks how to choose a financial advisor and what to expect from that advisor?
- They are in their 80’s with IRAs. What happens when one of them passes?
- Lots more . . .
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.