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May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Manage episode 419256325 series 1094528
Το περιεχόμενο παρέχεται από το Gene Dickison. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Gene Dickison ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Gene and Alyssa answer buckets o’ questions:
- Should he take $250,000 out of his 401(k) to pay off his sons’ student loans?
- She is wrapping up her small business. Should she sell now or when she retires?
- He is 79 with a large IRA. His wife has never had an IRA. What happens to her when he dies?
- She inherited and IRA in 2015. Does the ten year rule apply to that account?
- Lots more . . .
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- 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
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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