More than Money

Gene and Alyssa answer buckets o’ questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at RMD time.  What should they do? If IRA profits are taxed at ordinary income tax rates instead of capital gains rates why should we do them? She asked us to review our ‘RMD Elimination Strategy’.  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.co