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

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Is the Stock Market Going to Crash!? ‘Splitting’ a 529 plan into Pieces? Roll 401(k) to IRA? Use a Trust to Buy a Home? Inheritance Tax on an Annuity?

In this More than Money show Gene: 

Gene answers audience questions:

  • Does the beneficiary of an annuity pay inheritance tax?
  • Should the listener use a trust to buy a home?
  • If listener moves old 401(k) to an IRA can she use it for education?
  • Listener hears ‘everywhere’ the stock market is going to crash?
  • Can the listener ‘split’ one 529 plan into 4 plans?

Gene talks about:

  • Retiring and Leaving the USA for Cheaper Countries
  • 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 (


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