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Gene and Alyssa answer tons of listener questions:
- Are all annuity salespeople ‘slick’?
- How does he properly deduct his RMD QCDs to charity?
- Why would he not buy lots of stocks just before they pay their dividends?
- Mom had a life estate in her home that her three sons owned. She passed. How do they report taxes?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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.