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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