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June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Manage episode 421871073 series 1094528
Treść dostarczona przez Gene Dickison. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Gene Dickison lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Gene and Alyssa answer buckets o’ questions:
- What amount can a husband and wife deduct on their PA income tax for 529 contributions?
- He wants to work after he reaches full social security. Will he just lose it all to taxes?
- He asks how to choose a financial advisor and what to expect from that advisor?
- They are in their 80’s with IRAs. What happens when one of them passes?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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