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

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November 17, 2018 - Converting 401(k) to Roth IRA? 50% of 401(k) in Company Stock? Places to ‘Park’ Money that are Safe and Liquid Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • Are money markets a good place to ‘park’ money?
  • Listener hates commercials for ‘dodging’ taxes and ‘skating’ on credit card bills
  • Should listener change investment allocations with ten years to retirement?
  • Is it ok to have 50% of 401(k) in company stock with 23 years to retirement?
  • Will converting 10% of 401(k) to Roth 401(k) over 10 years get the IRS off his back?

 

Gene talks about:

  • 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

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