Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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Gene’s LVCIL Interview! “Stocks Only Paying 2%? Mom’s Income at Age 75? Maxxing 401(k) Benefits? Corrected 1099s and Income Taxes?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener needs to handle a corrected 1099 on a stock sale?
  • Listener received $50,000 net proceeds from a stock sale.  How should he best use it?
  • At age 58 listener wants to understand maximum 401(k) contributions and benefits?
  • At age 75 listener’s mom is now retiring and he wants to make sure she has enough income?
  • At age 61 listener wants to know how to spend 4% a year from his stock portfolio that pays 2%?

Gene talks about:

  • LVCIl’s Jim Mahoney and Greg Bott
  • Reverse Mortgage Workshop – April 25th
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement

 

Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)


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