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May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More

 
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Manage episode 420968742 series 1094528
Content provided by Gene Dickison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Dickison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Gene and Alyssa answer buckets o’ questions:

  • Should he take a big block of money out of his IRA to pay cash for an investment property?
  • She’s doing lots of good things at age 36, but is she really ‘all over the place’?
  • He would like the peace of mind of paying off his mortgage. Is it really a good idea?
  • Why won’t Gene just send out information on RMDs?
  • Lots more . . .

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 with us.

  continue reading

77 episodes

Artwork
iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on June 25, 2024 22:10 (4d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 420968742 series 1094528
Content provided by Gene Dickison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Dickison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Gene and Alyssa answer buckets o’ questions:

  • Should he take a big block of money out of his IRA to pay cash for an investment property?
  • She’s doing lots of good things at age 36, but is she really ‘all over the place’?
  • He would like the peace of mind of paying off his mortgage. Is it really a good idea?
  • Why won’t Gene just send out information on RMDs?
  • Lots more . . .

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 with us.

  continue reading

77 episodes

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