Should you liquidate that inherited stock? Are reverse mortgages a great retirement plan? Today it’s your questions and reasons to review your tax return

There’s nothing I love more than getting email questions from listeners. Not only does it provide great content for the show, but it helps me focus in on what you want to learn about. Today I answer questions you have sent me. Topics include:

• How executors, trustees and beneficiaries should handle inherited stock portfolios
• Using a reverse mortgage for a Plan B retirement situation
• Reasons to review your tax return after tax time if you are still saving for retirement
• Reasons to review your tax return after tax time if you are in retirement

 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.