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

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November 10, 2018 - 401(k)s!? ‘IRAs and RMDs ‘Slashing Income Taxes? Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • Is an ‘Equity Sharing’ mortgage a good idea?
  • Listener’s company won’t let her fully fund her 401(k)!
  • Is it a good idea to take everything out of an IRA, pay the tax, and invest in CDs?
  • Real Estate in a Self-Directed IRA presents some challenges
  • What should listener be doing before year end to cut income taxes
  • RMDs are different for IRAs and 401(k)s!
  • Guaranteed Income Variable Annuity questions

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

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