More than Money

Gene and Alyssa answer questions: She asks what happened to the cost basis in her home when her husband died? He asks if he should convert his $800,000 IRA to a Roth IRA at age 58?? His daughter is a full-time student.  Her internship paid her $4,000.  Can she do an IRA? He asks why and how to report gifts more than $18,000 in a year?  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@Ask