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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!  

For our More than Money Audience

Free Second Opinion Meetings

  • Social Security Review         
  • Medicare Review         
  • Investments Review         
  • Retirement Review         
  • Life Insurance Review         
  • Long Term Care Insurance Review         
  • Estate Planning Review         
  • Income Tax Review         
  • Complete Financial Picture Review 

Do you want a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your free review

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