Gene answers tons of listener questions including:
- Should listener invest a windfall or pay off his mortgage?
- Do the assets inside an account have to be sold in order to change financial advisors?
- What happens to the income tax bill when more than the RMD is taken from an IRA?
- With the world so crazy is it time for gold?
- What is an over-diversified portfolio?
Gene talks about:
- Save the Date! September 11th Live at the More than Money World Headquarters.
We remember 9/11 by raising funds for our Wounded Warriors.
Please join us and please help!
- Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your