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Should 85 year old Drop Her Annuity? What Kind of 529 Plan is Best? Financial Advice for Free? Handling 401(k)s After a Divorce? Leave Lifetime Income for – Mutual Funds?

In this More than Money show Gene:

Gene answers audience questions:

  • 85 year old listener is being told to cash in her annuity for mutual funds – good idea orsenior abuse?
  • Listener wants to open 529 plans for two grandchildren – brokerage or PA state offered plan?
  • Listener thought she heard financial advice is free?
  • Listener is going through a divorce and wants to learn how to handle her ex’s 401(k) distribution?
  • Listeners has been told by an ‘advisor’ to ‘but her losses’ and exchange out of her ten year old variable annuity with lifetime income benefits into a different annuity?

Gene talks about:

  • Lots of interesting stuff!

 

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Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)

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