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

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Radio Show

Zero Income Tax Bracket and Roth IRA? Your 529 Plans When You Die? Monthly Pension Payments or Lump Sum? Dump Disappointing Annuities? Spousal IRAs for a Husband?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener asks how home improvements are deducted when a home is inherited?
  • Listener wants to know if he can have a spousal IRA if his wife is working and he is not?
  • Listener wants to know what happens to her 529 plans for the grandchildren if she dies before they go to college?
  • Listener wants to know if he should get stock certificates when he buys stock?
  • Listener expects to be in a zero income tax bracket and wants to know if he should contribute to a Roth IRA?
  • Listener is retiring and wants to know if she should take monthly payments for life or a lump sum payment?
  • Listener wants to know if they should ‘bite the bullet’ and dump disappointing annuities they were sold three years ago?
  • Listener wants to know what to do with ‘leftover’ 529 plan funds now that her son has graduated from college?

Gene talks about:

  • Thanksgiving, the Markets, Fidel Castro, Small Business Saturday, and Penn State football


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



Ask Gene
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