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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
Konten disediakan oleh Gene Dickison. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Gene Dickison atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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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