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Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or Part D drug plan, learn what you need to do before the open enrollment period ends Dec. 7.
MtM financial advisor Chad Rupprecht phones in to help people put their anxiety into perspective about how the presidential election will affect the economy and their investments.
Also during the Oct. 26 show:
- Alyssa shares highlights and tips about debt management from Dave Ramsey’s appearance on the Tucker Carlson podcast.
- Get the new tax brackets, deductions and gift & estate tax exemptions for 2025.
- Alyssa answers listeners’ questions:
- What are my options to give money to my granddaughter?
- What is the process for avoiding taxes when using pre-tax retirement funds for tithing?
- Can my wife and I combine our IRAs for convenience?
- Does it matter which 529 plan I use for my grandchild who lives in another state?
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.