DiscoverMore Than Money with Gene DickisonSeptember 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions
September 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions

September 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions

Update: 2021-09-25
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Gene answers tons of listener questions:





·        Should Grant Cardone avoid giving financial advice about 401(k)s?  Absolutely!





·        Should you buy home title insurance?  Almost certainly no!





·        Isn’t getting dividends from stocks better than the interest rates at a bank?





·        Why shouldn’t he just take the advisors ideas and them himself?





·        Lots more listener questions





Two New Free Services





·        Have your current life insurance policies analyzed to see if they fit you or could you do better





·        Have your current annuities analyzed to see if they fit you or could you do better





Added to These Free Services





·        Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak





·        Long Term Care Review with our partner Mr. Mike Pompei





·        Reverse Mortgage Review with our partner Tiffany Shutta





·        Estate Planning Document Review with an attorney in our office





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?





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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September 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions

September 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions

Gene Dickison