January 4, 2025 – Wishing Everyone a Happy, Healthy, and Prosperous New Year! | MtM Financial Group

More Than Money with Gene Dickison

January 4, 2025 - Wishing Everyone a Happy, Healthy, and Prosperous New Year!

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Gene answers questions:

He asks if there is a way to ‘defer’ excess capital gains on the sale of their home?
They are asking what resources are available to guide them in the sale of their business?
He asks what the guidelines are for the new ‘Super’ Catch-Up provisions for a 401(k)?
He asks if he should take back stock he gave to his daughter?
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 (Gene@AskMtM.com) to schedule your time with us.

January 4, 2025 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!