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?
In this More than Money show Gene:
Gene answers audience questions:
- Listener needs to know income tax impact of liquidating a life insurance policy?
- Listener wants to know which taxpayers get to pay 0% tax on their capital gains?
- Listener compliments her financial advisor who listens to More than Money every Saturday.
- Listener is fun to be around, but producing very disappointing investment results?
- Listener forgot to report investment losses last year. Can he ‘remember’ this year?
Gene talks about:
- More than Money’s Social Security Expert Mark Bacak joins our team to serve you
- Reverse Mortgage Workshop – save the date April 25th
- Bill Wright of Love Ran Red – Next Week (2/25) on More than Money Radio
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Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)