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Radio Show

Happy New Year! Tax Reform Act of 2017? Finding a Professional Tax Preparer? 401(k) Contribution Recommendations Mom’s Boyfriend – age 77 – Up to No Good?

In this More than Money show Gene:


Gene answers audience questions:

  • Tax Reform Act – lots of questions
  • What questions to ask a professional income tax preparer?
  • Roth IRA for taxpayer working past age 70?
  • Roll a 401(k) into a Fixed Index Annuity?
  • 401(k) contribution rules?
  • Listener’s mom passed away and she suspects ‘live-in boyfriend (age 77)’ has been up to no good!
  • Mom and Dad did not know the kids were held responsible for their debts!?!

Gene talks about:

  • Happy New Year!
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement


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Ask Gene
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