June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time!

More Than Money with Gene Dickison

June 8, 2024 - Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! - Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! - LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time!

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Gene and Alyssa answer buckets o’ questions:

• What are the rules for making gifts to children to then qualify for Medicaid?
• Is a rollover from a 529 plan into a Roth IRA taxable on your PA return?
• How can he gift money to his children from his IRA without paying income taxes?
• Her annuity earned 5% in 12 years.  How is such bad performance even possible? 
• Lots more . . .

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