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Retire and Rent? 4 Advisors in 9 Years!?! Selling Mom’s House - Taxes? 70 – RMDs - Annuities? Special Needs Son

In this More than Money show Gene:

 

Gene answers audience questions:

  • Listener is 67, retiring and thinks it might be smarter to sell her house and rent?
  • Listeners’ have had four ‘advisors’ at their bank in nine years.  Time to go?
  • Listeners’ mom just passed away and he is selling her home.  Taxes?
  • Husband and wife are both 70 and looking at RMDs for the first time.  Should they use annuities?
  • Listener has a special needs child and wants to fund a trust with $1,500,000 to provide for his son’s needs.  What’s the best way?

Gene talks about:

  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement
  • More than Money is growing and hiring.  If you know a quality person who might fit our needs for financial advisors (2), an operations person, and a marketing/business development person – please send them our way

 

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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