June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great tim
Manage episode 422864882 series 1094528
Gene and Alyssa answer buckets o’ questions:
- What are the rules for making gifts to children to then qualify for Medicaid?
- Is a rollover from a 529 plan into a Roth IRA taxable on your PA return?
- How can he gift money to his children from his IRA without paying income taxes?
- Her annuity earned 5% in 12 years. How is such bad performance even possible?
- Lots more . . .
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