Gene and Alyssa answered questions and explored important topics:
She asks how she might open a 529 plan for a grandson in California?She wants to understand how to gift $20,000 to her son without paying income taxes?He asks if car lease payments are tax deductible?She attended the PBS Live Event with her husband and had some pretty nice things to say . . .He asks if he should use the traditional 401(k) option while his wife using the roth option?Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirementMeet with our Social Security partner to plan the best S/S strategy for youMeet with our estate planning attorney partner to review your estate plans – if you have anyMeet with our insurance partner to review your life or long term care coveragesDiscover how to have your 401(k) professionally managed without leaving your company planSchedule a free second opinion meeting with a More than Money advisor?
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