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

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Through These Hands, Year End Income Tax Planning Ideas, Equity Index Annuities – Gains without losses? Lots More!

In this More than Money show :

Gene answers audience questions: 

  • Mutual funds – a tax trap at year end?
  • Equity Index Annuities – a Blessing or a Curse?  Of course, it depends . . .
  • What is the greatest gift you can give your kids and grandkids?
  • Solid ideas for tax planning actions at year end?

 

Gene talks about:

  • Through These Hands – Lehigh Valley Non-Profit moving medical supplies and equipment from where they are no longer needed to where they are desperately needed around the world
  • Stock Markets – significant upward movements since late September

 

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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