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Gene and Alyssa answer questions:
- She asks if she should leave her IRA to one beneficiary and have him split out the shares?
- He asks if he needs to set up a special account when naming his grandchildren as beneficiaries?
- She asks if we are fiduciaries (yes)? She asks if we advise same-sex couples (yes)?
- She asks how inheritance taxes are calculated when heirs are in multiple states?
- And we are still feeling very, very blessed
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.