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April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares her story of cancer and friendship
Manage episode 413928164 series 1094528
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Gene and Alyssa answer buckets o' questions:
- He asks if the advisor is trying to pull a fast one?
- If he retires at age 57 can he take cash from his 401(k) without paying a penalty?
- She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm?
- Will selling one fund at a loss cut the taxes on the sale of a second fund with a gain?
- Lots more . . .
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- 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
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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