Gene answers tons of listener questions:
- Should listener keep old company 401(k) or roll into an IRA?
- Should they take the lump sum option or monthly payment option on their pensions?
- He paid the right income tax, but forgot one schedule – what should he do?
- She got out of the market and now wants to know when to get back in?
- Should he take the cash value out of his life insurance to pre-pay his funeral expenses?
- Many excellent listener questions
For our More than Money Audience
Free Second Opinion Meetings
- Social Security Review
- Medicare Review
- Investments Review
- Retirement Review
- Life Insurance Review
- Long Term Care Insurance Review
- Estate Planning Review
- Income Tax Review
- Complete Financial Picture Review