Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
June 20, 2026
June 20, 2026 – Iran conflict working toward peace – markets rise – gas prices drop – Trump Accounts go ‘live’ on July 4th – Lehigh County looks to tax all residents’ investments – terrible idea!
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Gene and Alyssa answered questions and explored important topics:
- He asks should they convert a $1 million IRA in one block?
- She asks if she can contribute to an IRA if she has also contributed to a 401(k)?
- He asks how to avoid probate when leaving his home to his son?
- She asks if she can invest in the stock market without taking so much risk?
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.


