November 14, 2020 – Election 2020! What Do You Need to Do? – At Age 80 She’s Never Gotten the Social Security Payments She’s Entitled To! – Bucket O’ Listener Questions
Gene answers tons of listener questions: Qualified Charitable Distributions (QCDs) from IRAs can do great things and save on income taxesCan listener exchange his rental real estate for other rental property and push off the capital gains?He was told he can’t have more than one IRA – can that possibly be true?Is it bad that Dad left his IRA to his estate instead of to his three daughters?Buckets more questions For our More than Money Audience Free Second Opinion Meeting Do you have questions about your financial situation? Are you on track to reach your financial goals – particularly your retirement goals? What should you be doing right now? Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.