Gene and Alyssa answer tons of listener questions:
- Helping his daughter with her first house. Why does the bank want a ‘gift letter’?
- Do we have to take RMDs from our inherited IRA or not?
- He’s seeing a big capital gain this year. Will it affect his IRMAA and Medicare premiums?
- They are cashing in stocks to buy their beach home. Can they cut their taxes somehow?
- Lots more . . .
Free Second Opinion Meetings
- 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?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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.