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

Ask Gene
* required field

Radio Show In Category ""

ObamaCare, Markets Drop Sharply, Income Tax Returns Now More Taxing, Retiring Well, and Thank You many times over

In this edition of More than Money Gene is joined by the talented Ted Hickes:

Gene and Ted answer callers questions:

  • ObamaCare impact
  • Fixed Annuity for retirement
  • Medigap Insurance
  • Required Minimum Distributions (RMDs)
  • Long Term Disability Insurance
  • Investment drops 23% since January 1st – keep or sell?
  • Retirement planning with variable annuity . . . and a salesman

Gene talked about : 

  • New tax return prep requirements with ObamaCare – nasty stuff
  • Many key tax provisions extended – again – for another year
  • IRS increased the mileage deduction
  • 401(k) contribution limits rise for 2015 (IRA limits do not)
  • Thanks to everyone who shared our Holiday Event
  • Thanks to Dan Nigito and Shelley Brown for including us in their wonderful Holiday Event
  • Thanks to the State Theatre for a touching production of ‘Christmas Carol’
  • Thanks to our dear church friends for hosting a birthday dinner for Diane

And much, much more!



Ask Gene
* required field