More than Money

Gene and Alyssa answer questions: He asks if he can move funds from an irrevocable trust into a standard account? She is widowed and moving her husband’s IRAs to her IRAs.  Is she doing it right? He is 81 with no debt and $240,000 in mutual funds.  Is there something better he should be doing? They are soon to retire.  Do we have tips for them to enjoy a satisfying retirement? 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?  Ca