Stewardship Goals Later In Life With Ron Blue

On-Air Mention:

• Ron’s advice and experience is featured regularly in the Weekly Wisdom email from FaithFi. Each week, we send a special email message from me, plus the trending articles, videos, and podcasts on a variety of financial topics from a biblical worldview. Join the thousands of others who are receiving it by going to FaithFi.com and click “Sign Up” to register.

• If your husband passed away a few months ago and he had an annuity or IRA with about $66,000 in it, what should you do with it?
• How does a person go about setting up all your bills to be paid when you pass away?
• If you've been confronted with an opportunity to sell your house and move out-of-state to where your son lives but you're afraid to sell your paid house, is this a rational fear?
• If 25 years ago and your wife bought a 60 acre unimproved parcel for about $1,000 an acre and it's now valued around $5,500 an acre, how would capital gains affect your taxes should decide to sell?
• If you had a 401(k) at a company that closed down in 2021 and you attempted to roll it over but found that the plan administrator's approval is needed to make the move happen, what can you do considering the company is out of business? Department of Labor - EBSA
• If a retirement advisor told you based on your statements, your current advisor is charging you 2%, is that a lot and how can you actually find out?
• If you purchased a condo for your daughter who has now graduated but you have 2 other children that will use the place in about 1 year, do you have to pay taxes on it and how should you tithe on it if you rent it for that year?
• Does your ex-wife collecting her social Security benefits affect your benefits?
• If you refinanced your mortgage when interest rates were low and you took $22,000 and put it in a money market for fixing the roof, should you leave it there or put it back into the house?