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What to do with $90,000 from Life Insurance? What happens to pensions when company is sold? Can annuities in IRAs reduce RMDs? Should Financial Advisor Know Income Tax Rules? Fixed Index Annuities – Interview with an Expert! Lots More!

In this More than Money show Gene is joined by Michael Senkier of Ash Brokerage to

discuss Fixed Index Annuities – the Real Scoop:

Gene answers audience questions:

  • Listener would like to invest in legalized marijuana sales company
  • Listener’s mother-in-law passed leaving her husband $90,000 – what to do?
  • Listener asks about risks to his pension if his company is bought or sold?
  • Listener is frustrated with another radio host pushing gold investments – wants Gene’s take?
  • Listener wants to learn about using annuities inside an IRA to reduce or eliminate RMDs
  • Listener is interested in converting IRA assets to Roth IRA assets in his mid-60s
  • Listener wants to understand why oil and the stock markets seem to be so connected?
  • Listener’s financial advisor sold a large amount of mutual funds to invest in an annuity and forget to take into account $11,000 of income taxes due – should he have informed his client about taxes?

Gene talks about:

  • Gene describes FINRA Securities Helpline for Seniors (844-574-3577) taking calls from anyone who has concerns about an interaction with a senior citizen and an investment situation
  • Gene discusses the chemistry that exists (or not) with More than Money clients

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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