DiscoverMore Than Money with Gene DickisonMay 18, 2019 – Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions – Part 2
May 18, 2019 – Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions – Part 2

May 18, 2019 – Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions – Part 2

Update: 2019-05-18
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Description

Gene answers tons of listener questions:





  • At least half a dozen (6) questions on 529 plans and saving both college and other educational experiences!
  • Selling ‘lots’ of stock acquired over more than (20) years
  • Is there such a thing as ‘Aggressive’ conservative income investments?
  • Renting vs. buying if you’re only going to be ‘here’ for four years?
  • Tons of great listener questions?




For our More than Money Audience





Free Second Opinion Meetings





  • Social Security Review
  • Medicare Review
  • Investments Review
  • Retirement Review
  • Life Insurance Review
  • Long Term Care Insurance Review
  • Estate Planning Review
  • Income Tax Review
  • Complete Financial Picture Review




Do you want a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your free review

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May 18, 2019 – Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions – Part 2

May 18, 2019 – Educational Savings Plans – AKA 529s! Systematic Withdrawals from Roth IRAs? Should 90 year old Aunt be Completely Out of the Stock Market? Can wife ‘gift’ IRA to her (older) husband? Bucket O’ Listener Questions – Part 2

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