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April 21, 2018 - RMDs on Self-Directed IRAs? Umbrella Liability Insurance? Pre-paying Long Term Care expenses? Tons More Great Listener Questions!

Gene answers bucket o’ audience questions:

  • Should new small business be sole proprietorship, LLC, or corporation?
  • Tax withholding on retirement income?
  • Is recent stock market ‘craziness’ some kind of manipulation by wealthy investors?
  • Can Roth IRAs be used for new born babies?
  • May an IRA be placed inside an irrevocable trust?

Gene talks about:

  • Do you want to confidently retire? Do you want to invest confidently? Do you want to die confidently?  Call today (610-746-7007) or email ( to schedule your free Confidently review with a More than Money Advisor


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Ask Gene
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