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Radio Show In Category ""

Settling Estate Expense Deductions! Annuities and Retirement? Talon stock and Liquidation? IRA Distributions - Returnable? Self-Employed Retirement Plans?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener is now self-employed and wants to start a retirement plan?
  • Listener’s IRA sent her a distribution without her request.  Now what?
  • Listener received Talon stock and now it’s been sold.  How to handle?
  • Listener wants to understand where annuities fit into his retirement plans?
  • Listener is settling an estate and needs to know how to deduct expenses on his tax return?

Gene talks about:

  • Thank you to everyone who joined us for the More than Money Holiday Event


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