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Radio Show

Our Prayers Go to Dallas Borrow Money to Invest? Why Keep Annuities? Inherited IRAs are Different! Lots More!

In this More than Money show Gene: 

Gene answers audience questions:

  • Listener asks if it’s a good idea to borrow on the equity of his home and invest the proceeds?
  • Listener is executor of an estate that received RMD payment after the passing of the deceased and is wondering how to report to the IRS?
  • Listener wonders if it’s better to give an inherited IRA to children or charity?
  • Listener wants to know why they should keep ten year old annuities when the performance stinks?

Gene talks about:

  • Our prayers are sent to the Police Department and their families in the city of Dallas
  • Positive jobs report boosts stock markets


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