Gene answers tons of listener questions:
- Qualified Charitable Distributions (QCDs) from IRAs can do great things and save on income taxes
- Can listener exchange his rental real estate for other rental property and push off the capital gains?
- He was told he can’t have more than one IRA – can that possibly be true?
- Is it bad that Dad left his IRA to his estate instead of to his three daughters?
- Buckets more questions
For our More than Money Audience
Free Second Opinion Meeting
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.