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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!
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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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- Discover how to have your 401(k) professionally managed without leaving your company plan
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