More than Money

Gene and Alyssa answer questions: He asks if he can contribute stock into an IRA? They gave a gift to their grandson.  Their son ended up paying the tax.  Is that right? She wants to name friends as beneficiaries.  What information does she need? Two partners have made excellent real estate profits.  How do they avoid the taxes?  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 (610-746-7007) or email (Gene@AskMtM.co