Gene and Alyssa answered questions and explored important topics: He asks what happens to the assets in a revocable trust when he passes? She asks if the new RMD age is 75?  (Spoiler – the answer is ‘it depends’) He asks if he can use a reverse mortgage to fund the purchase of a new home? She asks how to handle RMDs from (3) 401(k)s? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He insisted his advisor buy Space X.  Now he’s blaming the advisor? She is selling a home they bought in 1970, her husband died in 1996.  What is her cost basis? He asks how to best use $300,000 inherited very unexpectedly? She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks if he can take a tax deduction for the sales tax on his new car? He asks about long term care insurance.  Is it different now than years ago? He asks what we see happening in the economy in the second half of the year? She asks if she can live off her investments in retirement and still leave money to her children? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks how best to fund the transition from his current home to his retirement home? He asks about the tax treatment for a property he is buying and leasing back to the owners? He asks what is the best pay to handle his daughter's two (2) college loans? She asks how we (MtM Advisors) know what to invest in, when to buy, and when to sell? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks how best to set up a scholarship honoring his late son? She asks if the large investment in an annuity her advisor is recommending is right for her? He asks how to be confident he can stay retired? She asks how to get all the good stuff MtM has to offer without traveling? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks if the bank holding his CD is serious with their 0.10% ‘penalty’? She asks if she can rollover a ‘frozen’ profit sharing plan into her IRA? He received a check made to the estate of his deceased wife.  Must he open an estate account? She asks if there is a minimum time she must hold an inherited IRA? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks should they convert a $1 million IRA in one block? She asks if she can contribute to an IRA if she has also contributed to a 401(k)? He asks how to avoid probate when leaving his home to his son? She asks if she can invest in the stock market without taking so much risk? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks how he and his wife can use QCDs to donate to their favorite charities? She asks how to loan money to her daughter using a private mortgage? He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it? She asks if she can still become a client after a long wait since her first meeting? 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 ([email protected]) to schedule your time with us.

Hear from some of our MtM advisors in this special edition of 'More than Money"!

Gene and Alyssa answered questions and explored important topics: He asks how he should set up an investment account for his grandson age 12? She has two children.  One good with money.  The other really bad.  Estate planning? He asks why he didn’t have to pay tax on the profit from his vacation house? She asks what is the best way to avoid paying tax on a $500,000 profit? 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 ([email protected]) to schedule your time with us.