Gene answers tons of listener questions:
- Wife asks how her husband enrolls in Medicare?
- She asks what is the best estate move – life insurance or Roth IRA?
- He asks what the income tax impacts would be if he and wife pay off their son’s mortgage?
- What are the rules that would allow him to claim his unemployed, adult son as a dependent on his tax return?
- Buckets more questions
For our More than Money Audience
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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?
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