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Turning Age 70 and IRAs! Spend Inheritance on College? Cost Basis After 16 Years in a Fund? RMDs Directly to Non-Profit with No Tax? Late 70’s Couple – Tired of the Stock Market?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener just turned 70 and wants to understand her IRA RMDs?
  • Listener’s son inherited $50,000 – use it for college or borrow?
  • Listener sold mutual funds he had held for sixteen years.  Cost basis with dividend reinvestment?
  • Listener wants clarification on sending RMD directly to a non-profit and paying no income tax?
  • Listeners in their late 70’s are tired of the stock market.  Where should they invest?

Gene talks about:

  • Happy New Year!


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