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

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Radio Show

Gifts for Grandchildren? Rolling 401(k) into Roth IRA? Annuities – Tax Deferred? Bringing Daughter into Family Business? Down Sizing Properly? Marketing for Small Businesses? Lots More!

In this More than Money show Gene:

Gene answers audience questions:

  • How does listener’s son handle the 1098T tax form?
  • Should listener use on-line legal services to construct estate wills and trusts?
  • With twelve (12) years until retirement should listener bail on the stock market?
  • What is the best way to bring business owner’s daughter into the business?
  • Is listener’s son responsible for paying tax on credit card forgiveness?
  • Can the listener roll his 401(k) directly into a Roth IRA?
  • What is the meaning of ‘tax deferred’ when talking about variable annuities?
  • Should the listener’s pay cash or take a mortgage on ‘down sized’ home?
  • How should listener with lots of PPL stock help grandchildren without getting slammed on taxes?

Gene talks about:

  • Gene invites everyone to join next week’s 25th Anniversary Show
  • Bobby Gunther Walsh – Hager Furniture – Marketing for Small Businesses
  • March Madness – College Basketball
  • Gene briefly discusses the equity markets, jobs, gold, and oil


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




Ask Gene
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