/
RSS Feed
Gene and Alyssa answer questions:
- TurboTax gave him the wrong tax calculation until they fixed the program!
- He asks if he can use QCDs and also deduct those contributions? (Sorry – no double dipping)
- She is 82 and asks if it would be a good idea to spend down her IRA to help her son?
- Senior center workshop on estate planning raises more questions than it answered?
- 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.