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

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Things You Didn’t Know Were Taxable! Cash in Life Insurance for a Mutual Fund? Retirement Plans for Self-Employed? Lending Money to a Friend Goes Wrong? Workshops – Check the Schedule!

In this More than Money show Gene:

Gene answers audience questions:

  • Listener wants to know how long she should keep investment statements?
  • Listener wants to know if she should cash in a whole life insurance policy with $209,000 of cash value to buy a mutual fund?
  • Listener’s want to know how self-employed people should best plan for retirement?
  • Listener wants to know if they will have taxable income on the short sale of their home?
  • Listener wonders if there is a tax deduction when he lends a friend $10,000 and only gets paid back $5,000?

Gene talks about:

  • Social Security Workshop – May 16th
  • Laughing at My Nightmare – Run, Walk, Roll 5K and Live Radio Show – June 17th
  • Women and Retirement Workshop – June 20th
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement

 

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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