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Radio Show

Stock Markets and Utility Stock Prices, Income Taxes and Estate Assets, Social Security Benefits Strategies? Lots More!

In this More than Money show :

Gene answers audience questions:

  • Is a Fixed Index Annuity right for this caller?
  • Is using the ‘File and Suspend’ Social Security strategy now off the table?
  • After a divorce, who gets the tax deductions for mortgage interest and real estate taxes?
  • How long does a spouse collect survivor benefits?
  • How does an estate handle income from assets during the process?
  • If utility stock prices drop, but dividends stay the same – is it time to buy more?
  • What would cause and estate to generate income?

Gene talks about:

  • It is legal to sell two ‘residences’ within four years and pay no income tax
  • Stock Markets – significant upward movements since late September
  • Jobs reports seem to indicate stronger economy
  • Obama nixes the Keystone Pipeline after on seven (7) years of stalling
  • Subscribe to your Free More than Money Newsletter


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Ask Gene
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