June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there really one financial rule that is the foundation of all financial success?

More Than Money with Gene Dickison

June 15, 2024 - LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! - Reduce your financial stress, worry, and anxiety and increase your peace of mind - Is there really one financial rule that is the foundation of all financial success?

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Gene answers buckets o’ questions:

• What are the mechanics of converting from an IRA to a Roth IRA?
• What are the mechanics of initiating withdrawals from a Rollover IRA?
• What are the mechanics of keeping Medicare premiums as low as possible?
• Should his wife be the beneficiary of his accounts or the joint owner? 
• Lots more . . .

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