Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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Buying a Home When Rates are Rising? Investing 100% of 401(k) in the Stock Market? Options for Poorly Performing Annuities? Savings Bonds and Income Taxes? Workshops – Check the Schedule!

In this More than Money show Gene:

Gene answers audience questions:

 

  • Listener asks if the beneficiaries receiving his savings bonds will owe income taxes?
  • Listener is in a 401(k) plan – how does the match work?
  • Listener and his wife have three annuities with high fees and low returns.  What should they do?
  • Listener and his wife are in their early 40’s – should they invest 100% of their 401(k)s in the stock market?
  • Young couple is ready to buy their first home.  Should they worry about rising interest rates?

Gene talks about:

  • Laughing at My Nightmare – Run, Walk, Roll 5K and Live Radio Show – June 17th
  • Women and Retirement Workshop – June 20th
  • Free 2nd opinion reviews for social security, estate plans, life or long termcare insurance, and retirement

 

Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

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

 

 

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