Gene and Alyssa answered questions and explored important topics:

• He asks if the bank holding his CD is serious with their 0.10% ‘penalty’?
• She asks if she can rollover a ‘frozen’ profit sharing plan into her IRA?
• He received a check made to the estate of his deceased wife.  Must he open an estate account?
• She asks if there is a minimum time she must hold an inherited IRA?

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.