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September 16, 2023 – “$96,700 – $97,800 – $99,000 – Our Total for Folds of Honor Keeps Climbing! – Our goal is $100,000+ (last year’s record $111,000) and you won’t quit and neither will we! – 610-746-7007 or Megan@AskMtM.com or www.MoreThanMoneyOnline.co
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Gene and Alyssa answer tons of listener questions:
- Helping his daughter with her first house. Why does the bank want a ‘gift letter’?
- Do we have to take RMDs from our inherited IRA or not?
- He’s seeing a big capital gain this year. Will it affect his IRMAA and Medicare premiums?
- They are cashing in stocks to buy their beach home. Can they cut their taxes somehow?
- 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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