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Episode Info

Episode Info:

Gene answers tons of listener questions: 

  • How can listener gift stock to six different individuals?
  • If he retires at the end of the year and takes a ‘chunk’ out of his 401(k) will he get hammered on taxes?
  • Mom passed away February of 2019.  Does she need to file a final income tax return?
  • Is she inherits a Roth IRA is she required to take the money out in ten years?
  • Tons of great listener questions!  

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