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

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December 8, 2018 - Medicare Questions with Mark Bacak! Tons of Great Listener Questions!

Gene answers tons of listener questions and welcomes to the microphone:

  • Mark Bacak to answer buckets o’ Medicare questions
  • Should listener buy a condo and rent to her daughter?
  • Is real estate a good investment right now?
  • Is a ToD for a Roth IRA taxable?
  • RMDs on Roth IRAs?
  • Six months with new advisor and very little gain?
  • Saleswoman pushed her to annuitize.  Now what?

Gene talks about:

  • 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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