More than Money

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 Roth IRA taxable on your PA return? How can he gift money to his children from his IRA without paying income taxes? Her annuity earned 5% in 12 years.  How is such bad performance even possible?  Lots more . . . Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) t