More than Money
February 22, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 6 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats
- Autor: Podcast
- Narrador: Podcast
- Editor: Podcast
- Mas informaciones
Informações:
Sinopsis
Gene and Alyssa answer questions: TurboTax gave him the wrong tax calculation until they fixed the program! He asks if he can use QCDs and also deduct those contributions? (Sorry – no double dipping) She is 82 and asks if it would be a good idea to spend down her IRA to help her son? Senior center workshop on estate planning raises more questions than it answered? And we are still feeling very, very blessed 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 (6