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

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Radio Show

In-Service Rollover from a 401(k)? Roth or Standard IRA at age 59? Keep Whole Life Policies – or What? Pay off Mortgage or Pump Up 401(k)?

In this More than Money show Gene:

 Gene answers audience questions:

  • At age 58 with extra funds – pay off mortgage or add to 401(k)?
  • At age 55 take small monthly pension or lump sum?
  • At age 82 keep two whole life insurance policies or do something else?
  • At age 59 use a Roth IRA or a Standard IRA?
  • At age 60 leave his 401(k) as is or take an in-service rollover to an IRA?

Gene talks about:

  • Reverse Mortgage Workshop – April 25th
  • Finding the ‘flies’ in the Free Meal Financial Workshop Invitations
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement


Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

Contact our More than Money World Headquarters (610-746-7007) or email Jo (

Ask Gene
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