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

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July 7, 2018 - Tons of 529 Plan Questions! What to do with $250,000? Beneficiary Pays the Inheritance Tax? Tons More Great Listener Questions!

Gene answers bucket o’ audience questions:

  • Pay cash for home or finance and invest the difference?
  • Mom passed with no estate – do they need to do anything?
  • Wife’s Profit Sharing Plan is frozen.  Can she roll that to an IRA?
  • Identifying the ‘correct’ investment inside a 401(k) plan?
  • And a dozen more questions!

Gene talks about:

  • Join us July 21st at Neighbors Home and Garden in Hellertown for a live show!
  • Join us July 28th at Bear Creek Resort for a live show at the Res-Q Health Expo!
  • 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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