Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
March 21, 2026
March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask!
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Gene answered questions and explored important topics:
- He asks how taxes will be computed on the buy-out of his home in a divorce?
- He asks why his 1099-R from his IRA does not show his QCDs?
- He asks if he should invest his retirement savings into an annuity or mutual funds?
- She asks about the mechanics of using QCDs for gifts to her church?
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.


