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

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December 15, 2018 - Tons of Great Listener Questions!

Gene answers tons of listener questions and welcomes to the microphone:

  • Can listener convert RMD to Roth IRA?
  • Should 85 year old listener and his wife add son to the deed to their home?
  • Are stock computer programs causing all this wild volatility?
  • How will a $5,000 investment loss help listener on his tax bill?
  • How does 70 year old convert his IRAs to spending monthly income?
  • Can Power of Attorney make gifts?
  • Long Term Care premiums are rising a lot – what are listener’s options?

Gene talks about:

  • 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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