May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

More Than Money with Gene Dickison

May 18, 2024 - Gene and Alyssa’s babies – very young, and not so young doing very well indeed! - Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help - Click the Banner on our More than Money web site home page!

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

RSS Feed

Share

Link

Embed

Gene and Alyssa answer buckets o’ questions:

• Should he take $250,000 out of his 401(k) to pay off his sons’ student loans?
• She is wrapping up her small business.  Should she sell now or when she retires?
• He is 79 with a large IRA.  His wife has never had an IRA.  What happens to her when he dies?
• She inherited and IRA in 2015.  Does the ten year rule apply to that account? 
• Lots more . . .

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.