More than Money

Gene and Alyssa answer questions: He will stop watching my show since we disagree on tariffs and President Trump!  Too bad for him. She wants to know if her advisor messed up or did her accountant mess up? He is the executor of his mom’s estate.  His brother died before receiving his share.  Now what? She and her ex-husband are remarrying.  Should she go back on the deed to their home? And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?&nb

Gene and Alyssa answer questions: Her advisor does not the rules for her RMD.  This is very bad! She finds her work life intolerable.  Is she the reason? He asks how to protect his two children with alcohol additions within his estate? She asks if her husband should invest his inheritance the way she thinks is right? And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) to schedul

Gene and Alyssa answer questions: She asks what happened to the cost basis in her home when her husband died? He asks if he should convert his $800,000 IRA to a Roth IRA at age 58?? His daughter is a full-time student.  Her internship paid her $4,000.  Can she do an IRA? He asks why and how to report gifts more than $18,000 in a year?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@Ask

Gene and Alyssa answer questions: He asks how and when a financial advisor informs their advisor of fee payments? She asks what waiver amount her widowed mom will receive when she sells her home? He asks if the recent drop in Tesla stock is a buying opportunity? She asks if a reverse mortgage can help her get her home repaired?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com

Gene and Alyssa answer questions: He is recently retired and (understandably) concerned about the stock market? His daughter battles addition.  How can his estate plan protect her from herself? She asked how an MtM ‘second opinion meeting’ works? She asks if she should combine her other investments with her 401(k)?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule

Gene and Alyssa answer questions: She and her brother own a rental property together.  What happens when one passes? She asks if she can work with a financial advisory and still keep her ‘fun’ stock account? He asks how a financial advisor should respond when seeing a client’s loss of capacity? She asks how capital gains are taxed?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM

Gene and Alyssa answer questions: He asks if he can contribute stock into an IRA? They gave a gift to their grandson.  Their son ended up paying the tax.  Is that right? She wants to name friends as beneficiaries.  What information does she need? Two partners have made excellent real estate profits.  How do they avoid the taxes?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.co

Gene and Alyssa answer questions: TurboTax gave him the wrong tax calculation until they fixed the program! He asks if he can use QCDs and also deduct those contributions?  (Sorry – no double dipping) She is 82 and asks if it would be a good idea to spend down her IRA to help her son? Senior center workshop on estate planning raises more questions than it answered?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (6

Gene and Alyssa answer questions: TurboTax gave him the wrong tax calculation until they fixed the program! He asks if he can use QCDs and also deduct those contributions?  (Sorry – no double dipping) She is 82 and asks if it would be a good idea to spend down her IRA to help her son? Senior center workshop on estate planning raises more questions than it answered?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (6

Gene and Alyssa answer questions: She asks how to handle life insurance policies with grandkids as the beneficiaries? She asks how to handle funds for her brother who is institutionalized? Can she convert her inherited IRA RMDs into a Roth IRA? She asks if there is an easy way to get out of her timeshare?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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

Gene and Alyssa answer questions: He asks how to sell stock with large capital gains and not pay income tax? He asks how much we know about unemployment compensation?  (Spoiler alert – not much!) She is helping a neighbor who has not family to help her.  Does she need a power of attorney? He has questions about MtM having a conference room named after President Trump?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today

Gene and Alyssa answer questions: She asks what she must do to change the beneficiaries of her will? They ask how to get complete retirement advice rather than just investments? They ask if they should pay off their mortgage that carries a 1.99% interest rate? She asks what to do with an annuity that was intended for her daughter who recently passed?  And we are still feeling very, very blessed Free Second Opinion Meetings 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 Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or