More than Money

While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of  Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not. Alyssa also answers your questions on various topics: Should I ask my adult daughter to pay me for childcare? Does MtM allow investors to customize their portfolio holdings? How can I pay tax on less Social Security? Do I need to empty the IRA I inherited from my younger sister in 10 years? Should I be POA or joint owner on Mom’s bank account? You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about: Financial situation, investments, retirement plan Estate plans Life insurance Annuities Reverse mortgages Taxes Call 610-746-7007 or&