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

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January 19, 2019 - Reverse Mortgage? Rental Real Estate inside an IRA? IRA Custodian Messed Up! Tons of Great Listener Questions!

Gene answers tons of listener questions:

  • Can an investor buy a rental property with IRA funds?
  • What happens to taxpayer when IRA custodian messes up?
  • How does Life Insurance with LTC insurance work?
  • Reverse Mortgage?
  • Buckets more!


Available for our More than Money Audience


Free Second Opinion Meetings

          Social Security Review

          Medicare Review

          Investments Review

          Retirement Review

          Life Insurance Review

          Long Term Care Insurance Review

          Estate Planning Review

          Income Tax Review

          Complete Financial Picture Review


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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