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October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote
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Gene and Alyssa answer buckets o’ questions:
- He asks what we use in our investment portfolios in place of bonds?
- They have old 401(k)s that give them heart burn at RMD time. What should they do?
- If IRA profits are taxed at ordinary income tax rates instead of capital gains rates why should we do them?
- She asked us to review our ‘RMD Elimination Strategy’.
- 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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