January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for Inherited IRAs – And New Rules for RMDs – Lucky American Taxpay

More Than Money with Gene Dickison

Gene and Alyssa answered tons of listener questions:

• He got a 1099R for funds he moved to an IRA. Is this taxable?
• Is now a good time to invest in defense industry stocks?
• Why is the government pushing ESG investments?
• Do the new rules change the way she’s been taking her inherited IRA RMDs for ten years?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?

Two New Free Services

• Have your current life insurance policies analyzed to see if they fit you or could you do better
• Have your current annuities analyzed to see if they fit you or could you do better

Added to These Free Services

• Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
• Long Term Care Review with our partner Mr. Mike Pompei
• Reverse Mortgage Review with our partner Tiffany Shutta
• Estate Planning Document Review with an attorney in our office

Schedule a free second opinion meeting with a More than Money advisor?

Call today (610-746-7007) or email ([e-mail]) to schedule your time with us.