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Post-Election Day, what happened to the stock market, and what did the Federal Reserve do? Your host Alyssa Young recaps these events and talks about myriad other topics, including:
- Get the new IRA and 401k contribution limits for 2025.
- If you’re considering becoming an MtM tax client for your 2024 return, get on the list now. Learn what info we need.
- What happens to benefits if the Social Security trust fund is depleted?
- Should you take the 2024 RMD from an IRA inherited after 2020, even though the penalty is waived again this year?
- How much interest are I bonds paying these days?
- A personal finance columnist with a terminal illness reminds us to straighten up our affairs to help our survivors.
- A study says Generation X women have saved only 5% of what they think they need to retire.
Also during the Nov. 9 show, Alyssa answers listeners’ questions:
- Will lottery winnings increase my health insurance premiums?
- Which accounts should go to family vs. charities?
- How are assets used to pay for assisted living?
- What should I look for in a tax preparer?
You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:
- Financial situation, investments, retirement plan
- Estate plans
- Life insurance
- Annuities
- Reverse mortgages
- Taxes
Call 610-746-7007 or contact us online to request a free appointment.