November 23, 2024 – Thanksgiving!  We have so much to be thankful for – have a blessed day with loved ones! – Alyssa and Gene share more than a dozen year-end tax tips – Save the Date December 7th: MtM’s Holiday Open House – Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

More Than Money with Gene Dickison

November 23, 2024 - Thanksgiving!  We have so much to be thankful for – have a blessed day with loved ones! - Alyssa and Gene share more than a dozen year-end tax tips - Save the Date December 7th: MtM’s Holiday Open House - Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

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Gene and Alyssa answer buckets o’ questions:

• He asks best way to sell his father’s home and invest for long term care and security?
• His previous financial company has not released his funds and it’s 3 months.  What now?
• He wants to know if working part-time will increase his social security benefits?
• He wants to know the mechanics of moving money from a 529 to a Roth IRA?
• Lots more . . .

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