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Gene and Alyssa answer questions including:
- He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!)
- She wants to know if it would benefit her children for her to put her Co-op into a trust?
- He is 81 and widowed. Does he get a S/S survivor benefit?
- Her ‘advisor’ just called her for the first time in two years. What should she do?
- And we are still feeling very, very blessed
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.