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

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May 18, 2019 - Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions

Gene answers tons of listener questions:

  • At least half a dozen (6) questions on 529 plans and saving both college and other educational experiences!
  • Selling ‘lots’ of stock acquired over more than (20) years
  • Is there such a thing as ‘Aggressive’ conservative income investments?
  • Renting vs. buying if you’re only going to be ‘here’ for four years?
  • Tons of great listener questions?


For our More than Money Audience


Free Second Opinion Meetings

          Social Security Review

          Medicare Review

          Investments Review

          Retirement Review

          Life Insurance Review

          Long Term Care Insurance Review

          Estate Planning Review

          Income Tax Review

          Complete Financial Picture Review


Do you want a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ( to schedule your

free review

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