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

Ask Gene
* required field

Social Security Workshop June 15th Sending RMDs Directly to Charities of Your Choice! Rolling 401(k) over to IRA – Without Leaving Your Job? Advisor Referral to Friend in Philadelphia? Investing in a Start Up Business – Pros and Cons? Lots More!

In this More than Money show Gene:

Gene answers audience questions:

  • Listener is being ‘offered’ a ‘Living Trust’ that carries a $2,000 legal bill – good idea?
  • Listener wants to split RMD into pieces to send directly to charities – can this be done?
  • Listener turns 70 in December and needs to understand RMDs on $300,000 IRA
  • Listener wants to learn how to properly diversify their investment portfolio
  • Listener needs an advisor referral for a friend in Philadelphia
  • Listener is surprised to find he can roll over his 401(k) without leaving his job
  • Listener is considering investing in a styling salon start up – pros and cons?

Gene talks about:

  • June 15th – Social Security Workshop – Circle the Date!  Details to Follow!
  • June 29th – Guaranteed Retirement Income – Circle the Date!  Details to Follow!
  • Covenant Christian Academy Breakfast Fundraiser
  • Thank you to everyone for your kind words on my induction into the East Stroudsburg High School Hall of Fame

 

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)

 

Photo Gallery

Segments

Archive

Ask Gene
* required field