What is going to happen with the economy this year? Gregory shares his thoughts on the economic outlook overshadowed by shakey jobs numbers and a continuing pandemic.
The IRS has pushed back the date by which you can file your taxes into the middle of February. The deadline remains the same so far.
Frank in Baton Rouge wants to exit the stock market completely, but where can his money go and get a safe return?
If you're worried about too much risk from stocks, maybe you should be paying more attention to bonds. Gregory explains how bond indexes can smooth out volatility.
Taking distributions from your IRA before Required Minimum Distributions kick in can reduce your tax bill down the road.
Jude Heath CPA talks about how your 2020 taxes will look different than years past.
Ryan in New Orleans is 30 years old, and asks if he would be better off contributing to a regular IRA or a Roth IRA?
Kevin in Gretna contributed too much to his Roth IRA last year. How can he fix that, and will he be penalized?
Francis in Metairie asks about using a Whole Life Insurance policy to generate a tax-free stream of income.
Greg in Pearl River asks about diversifying his TSP investments.
Sean in Covington asks about the required distributions from his inherited IRA.
Mary in Gonzales wants to know how to maximize her Spousal Social Security options.
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