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Gene and Alyssa answer questions:
- He and his wife have some physical concerns. Can they write off a hot tub on their income taxes?
- She turns 73 in a month and wants to understand her RMD requirements and options?
- He got an invite to a financial workshop dinner. Is the company playing it straight?
- They rolled over her 401(k) into a Roth IRA – or did they?
- 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
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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.