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Radio Show In Category ""

One IRA Rollover per Year Says the IRS. Supreme Court says 401(k) Providers Better Step It Up. Getting Your Spouse Involved in the Family Finances. Stock Market Volatility – Déjà vu All Over Again. Anthony Diaz Barred by FINRA.

In this More than Money show :

Gene answers audience questions:

  • If I can only roll over one IRA per year how do I consolidate my four IRAs into one?
  • How does the ‘financial’ spouse get the ‘non-financial’ spouse involved?
  • What did the Supreme Court recently rule about the quality of 401(k) plans?
  • How long should you hang onto to financial (particularly income tax) documents?
  • Why do two stock mutual funds have such a large position in cash and is this a problem?
  • Should an investor dump the stock of his company held in his 401(k)?
  • Is it illegal to buy either life insurance or annuities inside an IRA?
  • Are there quality questions prospective employees can/should ask in a job interview?

Gene talks about:

  • Local Financial Salesman, Anthony Diaz, barred for life by FINRA – now what should you do?
  • Interesting Obituaries – fascinating lives of service nearly everywhere you look
  • Stock Markets Volatility in 2015 – what should you do with your portfolio

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And much, much more!



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