We’ve created an archive of our previous shows so that you won’t miss a single second of helpful financial information from Gene Dickison and his guests.
Gene and Alyssa answer buckets o’ questions: How secure is Social Security? He and his son are beneficiaries of a pension plan. What are their options? Should one of his…... Listen Now
Gene and Alyssa answer buckets o’ questions: Gene’s friend, Rook, has questions about foreign currencies? Bob was surprised at the tax treatment of U.S. treasuries. She wants to know how…... Listen Now
Gene answers buckets o’ questions: What are the mechanics of converting from an IRA to a Roth IRA? What are the mechanics of initiating withdrawals from a Rollover IRA? What…... Listen Now
Gene and Alyssa answer buckets o’ questions: What are the rules for making gifts to children to then qualify for Medicaid? Is a rollover from a 529 plan into a…... Listen Now
Gene and Alyssa answer buckets o’ questions: What amount can a husband and wife deduct on their PA income tax for 529 contributions? He wants to work after he reaches…... Listen Now
Gene and Alyssa answer buckets o’ questions: Should he take a big block of money out of his IRA to pay cash for an investment property? She’s doing lots of…... Listen Now
Gene and Alyssa answer buckets o’ questions: Should he take $250,000 out of his 401(k) to pay off his sons’ student loans? She is wrapping up her small business. Should…... Listen Now
Gene and Alyssa answer buckets o’ questions: Her Long Term Care Insurance premiums are through the roof! What should she do? He wants a meeting to see if we are…... Listen Now
Gene and Alyssa answer buckets o’ questions: What does it mean for an investor when a company does a stock buy-back? She is named in a will and doesn’t want…... Listen Now
Gene and Alyssa answer buckets o' questions: Is it ok with the IRS if business owners just pick their salaries? What is the penalty if you need to cash in…... Listen Now
