April 12, 2025 – Tariffs and Stock Market Surges 5% for the Week! – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Wisconsin based car dealer calls in with excellent question

Gene and Alyssa answer questions:

• She asks what happened to the cost basis in her home when her husband died?
• He asks if he should convert his $800,000 IRA to a Roth IRA at age 58??
• His daughter is a full-time student.  Her internship paid her $4,000.  Can she do an IRA?
• He asks why and how to report gifts more than $18,000 in a year? 
• And we are still feeling very, very blessed

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 ([e-mail]) to schedule your time with us.