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Is Life Insurance a Better Investment than a 401(k) or IRA? Is it possible to convert a whole life policy into an income annuity? Is it wise to invest wife’s entire 401(k) in her company stock?

In this edition of More than Money Gene:

 Gene answers listener questions:

  • Mutual fund – sixteen year performance?
  • Is life insurance a better investment than IRAs or 401(k)s?
  • Does it make sense to convert from IRA to Roth IRA?
  • Can capital gains really be income tax free?
  • At age 80 is there a better place for his savings than the bank?
  • Can/Should he convert a whole life insurance policy into an income annuity?
  • Is it possible to reduce or avoid RMDs on IRAs?
  • What should they do if ‘2008’ happens again?
  • Should they use a ‘very nice’ advisor who seems to only sell annuities?
  • Should wife put her entire 401(k) - $310,000 – in her company stock?

Gene talks about:

  • Break a leg to Gene’s daughter, Megan, as she debuts in the musical ‘Little Women”
  • March Madness – lots of fun
  • Gene traveled to Atlanta to meet with advisors from across the country
  • Gene and Diane head to the State Theatre next week for ‘Jekyll and Hyde”
  • Stock market major indices close up for the week about 2%

And much, much more!




Ask Gene
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