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Radio Show

401(k) Denies Employee Rollover to IRA? Five Years Until Retirement – 60/40 ok? Annuity inside an IRA - Distributions? Tods and PoDs?

In this More than Money show Gene:


Gene answers audience questions:

  • Is it legal for a 401(k) plan to deny an employee request to rollover to IRA?
  • Listener asks if maintaining a 60/40 401(k) portfolio is correct with five years to retirement?
  • Can listener take a distribution from an annuity inside an IRA and then return without tax?
  • Listener asks if he needs to change his bank accounts from ToD to PoD?
  • Listener wants to protect value of her home from PA inheritance tax for her daughter.
  • Should listener pay $3,250 for a revocable living trust?

Gene talks about:

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


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Contact our More than Money World Headquarters (610-746-7007) or email Jo (



Ask Gene
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