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Radio Show

September 12th to Honor Our Troops! Age Limit for IRAs? REITs in a 529 plan? Becoming an MtM Client? What to do with ‘Old’ Life Policies?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener obtained a patent on his invention.  Should he incorporate?
  • Listener asks if there is an age limit for contributing to IRAs?
  • Listener asks if he can add a REIT to a 529 plan for his grandson?
  • Listener has two children ages 3 and 1 – what else does she need other than a will?
  • Listener wonders why MtM does not accept everyone as clients – how do we choose?
  • Listener and his wife have life policies that are thirty years old.  What should they do with them?

Gene talks about:

  • September 12th Radio Show – Remembers 9/11 and raises money for Keystone Warriors
  • September 10th – golf with Gene to benefit ARCH of the Lehigh Valley

 

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 (JoAnne@AskMtM.com)


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