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

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Getting Money Back into an IRA? ETFs to Generate Income? Executor for Aunt’s Estate? Gifting Bank Stocks to the Family? Gold and Silver Inside IRA?

In this More than Money show Gene:

Gene answers audience questions:

  • May listener return $28,000 to IRA she withdrew last year?
  • How does listener give bank stocks to great grandchildren without income tax problems?
  • Listener is executor for Aunt’s estate and worries about estate taxation?
  • Are ETFs a good way for listener to generate income?
  • Listener wants to buy gold and silver inside his IRA?

Gene talks about:

  • Thanks to golf events for LVCIL and Holy Family for hosting Gene
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement
  • More than Money is growing and hiring.  If you know a quality person who might fit our needs for financial advisors (2), an operations person, and a marketing/business development person – please send them our way

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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