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Gene and Alyssa answer questions:
- He asks if he can contribute stock into an IRA?
- They gave a gift to their grandson. Their son ended up paying the tax. Is that right?
- She wants to name friends as beneficiaries. What information does she need?
- Two partners have made excellent real estate profits. How do they avoid the taxes?
- And we are still feeling very, very blessed
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- 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
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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.