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

Ask Gene
* required field

Radio Show In Category ""

RMDs During a Divorce? Better – ToD or Beneficiary? Self-Directed IRAs and Real Estate? Gun Collection and College? RMD sent to Roth IRA?

In this More than Money show Gene:

Gene answers audience questions:

  • How does listener handle IRA RMDs when in the middle of a divorce?
  • Listener asks if social security should be consider a fixed income asset for investment allocation?
  • Is a ToD better than naming a beneficiary for tax purposes?
  • If only part of an RMD goes to a charity – is it all tax free?
  • Listener wants to learn how to bring two 401(k)s into one self-directed IRA in order to invest in local real estate.
  • Listener has no children and only older relatives – who should be her power of attorney?
  • Can the listener take her $20,000 RMD and invest in a Roth IRA?
  • Dad has gun collection worth over $100,000 and wants to help grand kids with college?

Gene talks about:

  • LinkedIn
  • Golf
  • Workshop topics – if you have requests – let us know

 

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)


Segments

Archive

Ask Gene
* required field