December 21, 2019 – “Merry Christmas! January 7th @ 7:30 PM – More than Money TV on PBS 39! Bucket O’ Listener Questions”

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More Than Money with Gene Dickison

Business


Gene answers tons of listener questions: Roth IRAs – contributing, converting, and recharacterization?When should he apply for social security if he plans to retire February 21, 2020?He has $680,000 in annuity at work, but doesn’t want to annuitize.  What should he do?He has run his business for 30 years on the side and just for fun.  Now someone wants to buy it!Tons of great listener questions! For Our More than Money Audience Free Second Opinion Meetings Social Security ReviewMedicare ReviewInvestments ReviewRetirement ReviewLife Insurance ReviewLong Term Care Insurance Review Estate Planning ReviewIncome Tax ReviewComplete 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.