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March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years
Manage episode 408794237 series 1094528
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Gene and Alyssa answer buckets o’ questions:
- Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!)
- She is retiring in September. Will her husband get a bump in his social security?
- What will the capital gains rates be in the future? (Spoiler alert – no one has a clue!)
- Is it possible to pre-plan your funeral without prepaying for the funeral?
- Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us.
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