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Archive

• 4.1.17
  Social Security Advisor Mark Bacak! Lots of Income Tax Questions! Two Estate Questions! Five Investment Questions!

• 3.25.17
  Insurance Pro Mike Pompei! Bucket of Life and LTC Insurance Questions! Three RMD Questions! Lots More!

• 3.18.17
  Fed Raises Interest Rates! 10 Year Old Annuity Under Water! 2nd Opinion Advisor Deserves Thanks! Lots More!

• 3.11.17
  Six Social Security Questions! Bobby Gunther Walsh celebrates Gene’s Birthday! Reporting Large Gains in Roth IRAs? Are Investment Accounts Insured Against Hacking?

• 3.4.17
  Bobby Gunther Walsh at the Chamber! Three 529 plan Questions Diversifying Bonds? Handling Higher Tax Bracket Pain? Sheltering Retired Part-Time Income from IRS?

• 2.25.17
  Love Ran Red Foundation’s Bill Wright Start a Business or Franchise? Tax Deductions for 529 Plans? Pay Thousands in Penalties to Move Accounts? Roth IRA Contribution Limits?

• 2.25.17
  Bill Wright Interview

• 2.18.17
  Income Taxes on Life Insurance Policy? No Taxes on a Capital Gain?!? Advisor Listens to Gene Every Saturday! Is a ‘Fun’ Advisor Worth Losing Money For? Can Listener ‘Fix’ His Tax Return This Year?

• 2.11.17
  Cutting the Income Tax on an Annuity? Avoiding the IRS on Your RMD! Why Won’t His Advisor Answer His Simple Questions? Shifting Investment Direction As Retirement Nears? RMDs are Different for 401(k)s and IRAs?

• 2.4.17
  Why Did Her Advisors Fib? Thanks for Helping Her with 401(k)! A ‘Safer’ Way to Get Income in Retirement? Getting Funds Directly to Church from IRA? Stock Prices vs. Company Market Value?

• 1.28.17
  Talon Stock Taxation? Buying Physical God – The Right Way? Bankruptcy with $80,000 on Credit Cards? Final Return for Deceased Grandson? What to do with ‘Old’ Life Insurance Policies?

• 1.21.17
  Daughter Leaving the Family Business? Mutual Fund Up with Share Price Down? Dumping Fixed Index Annuities After Three Years? Advisor Promising Highest Returns? Too Old to Learn Financial Skills?

• 1.14.17
  Should 85 year old Drop Her Annuity? What Kind of 529 Plan is Best? Financial Advice for Free? Handling 401(k)s After a Divorce? Leave Lifetime Income for – Mutual Funds?

• 1.7.17
  Inherited IRA Options? Multiple IRA Beneficiaries? Buying Stock in a Water Company? Merging Fidelity and Vanguard Accounts? Student Loan Forgiveness Problems?