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Radio Show

RMDs During a Divorce? Better – ToD or Beneficiary? Self-Directed IRAs and Real Estate? Gun Collection and College? RMD sent to Roth IRA?

In this More than Money show Gene:

Gene answers audience questions:

  • How does listener handle IRA RMDs when in the middle of a divorce?
  • Listener asks if social security should be consider a fixed income asset for investment allocation?
  • Is a ToD better than naming a beneficiary for tax purposes?
  • If only part of an RMD goes to a charity – is it all tax free?
  • Listener wants to learn how to bring two 401(k)s into one self-directed IRA in order to invest in local real estate.
  • Listener has no children and only older relatives – who should be her power of attorney?
  • Can the listener take her $20,000 RMD and invest in a Roth IRA?
  • Dad has gun collection worth over $100,000 and wants to help grand kids with college?

Gene talks about:

  • LinkedIn
  • Golf
  • Workshop topics – if you have requests – let us know


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



Ask Gene
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