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Radio Show In Category ""

Inherited IRA Options? Multiple IRA Beneficiaries? Buying Stock in a Water Company? Merging Fidelity and Vanguard Accounts? Student Loan Forgiveness Problems?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener needs to understand her options with an IRA she inherited from a 90 year old friend?
  • Listener wants to know how to handle multiple beneficiaries on an inherited IRA?
  • Listener asks is she should invest in a specific stock about which Gene knows nothing?
  • Listener asks the pros and cons of merging his Fidelity and Vanguard investment accounts?
  • Listeners asks if her children refinancing their student loans ‘screws up’ their loan forgiveness?

Gene talks about:

  • Fake News!!!!  Wall Street Journal reports the inventors of the 401(k) plan regret what they started.  A careful reading finds so many errors and thinly disguised political statements.  Fake news!


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