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Gene and Alyssa answer tons of listener questions:
- He wants to use his grandson’s 529 account to buy a car. What will the taxes/penalties be?
- Her home also contains a rental. How is this treated when she sells her home?
- Can he use the RMDs he gets from an inherited IRA to fund a Roth IRA?
- Her ex-husband needs her help. Can we answer some/all of her questions?
- 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.