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December 2, 2023 – Drive Around Christmas! – You Emptied My Wallet! – Almost $8,000 for the Children’s Home!
Manage episode 387596735 series 1094528
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Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- How does she elect her inherited Roth IRA distributions by the deadline?
- Should he use part of his $1.4 million IRA while waiting to take Social Security at age 70?
- Her daughter and her fiancé have tons of student debt. Can they still meet with a financial advisor?
- Thank you. Thank you. Thank you.
- Lots more . . .
Free Second Opinion Meetings
- 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?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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.
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