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Episode 1104: The Weekly Wrap: 02.20.21
The markets have paused their record breaking ways this week. Is this the sign of a bigger pullback, or are stocks just catching their breath before resuming their bull run?
Emile on Facebook Live asks if it's OK to take Social Security early if your career prevents you from working all of the way up to your Full Retirement Age.
Danny in New Orleans has money in a TSP he recently moved to the G fund our of concern the economy could go south. Is he being too cautious?
Cheddar on Youtube Live asks where you should put your money if you think a correction is about to happen.
Jude Heath CPA joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Jude point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.
Gregory in New Orleans asks if the IRS still accepts Income Averaging for unusually high income years.
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
Cindy in Biloxi asks Jude Heath about casualty losses, and what IRS forms she will need.
Roman on Youtube Live asks: Will contributing to a TSP or IRA put you in a lower tax bracket.
Tax scammers are as active as ever, and the IRS issues a stern warning to tax preparers about phising scams.
Brian in Slidell got a 1099 in error. How does he fix the records with the IRS? Jude walks him through the steps to clean that up.
Cheryl's Steakhouse in Ocean Springs won Best Steak in Mississippi, and now we want to try one.
You may be able to get a lump sum from Retroactive Social Security Benefits, but is that really the best option for your situation?
Hear 3 bad excuses for turning on Social Security early.
Chris is Algiers is starting his Social Security this year, but it looks like he was shorted on his credits. Gregory explains how those credits will be added in at the beginning of next year.
http://www.WinningAtLife.com
Emile on Facebook Live asks if it's OK to take Social Security early if your career prevents you from working all of the way up to your Full Retirement Age.
Danny in New Orleans has money in a TSP he recently moved to the G fund our of concern the economy could go south. Is he being too cautious?
Cheddar on Youtube Live asks where you should put your money if you think a correction is about to happen.
Jude Heath CPA joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Jude point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.
Gregory in New Orleans asks if the IRS still accepts Income Averaging for unusually high income years.
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
Cindy in Biloxi asks Jude Heath about casualty losses, and what IRS forms she will need.
Roman on Youtube Live asks: Will contributing to a TSP or IRA put you in a lower tax bracket.
Tax scammers are as active as ever, and the IRS issues a stern warning to tax preparers about phising scams.
Brian in Slidell got a 1099 in error. How does he fix the records with the IRS? Jude walks him through the steps to clean that up.
Cheryl's Steakhouse in Ocean Springs won Best Steak in Mississippi, and now we want to try one.
You may be able to get a lump sum from Retroactive Social Security Benefits, but is that really the best option for your situation?
Hear 3 bad excuses for turning on Social Security early.
Chris is Algiers is starting his Social Security this year, but it looks like he was shorted on his credits. Gregory explains how those credits will be added in at the beginning of next year.
http://www.WinningAtLife.com
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By Winning at Life with Gregory RicksThe markets have paused their record breaking ways this week. Is this the sign of a bigger pullback, or are stocks just catching their breath before resuming their bull run?
Emile on Facebook Live asks if it's OK to take Social Security early if your career prevents you from working all of the way up to your Full Retirement Age.
Danny in New Orleans has money in a TSP he recently moved to the G fund our of concern the economy could go south. Is he being too cautious?
Cheddar on Youtube Live asks where you should put your money if you think a correction is about to happen.
Jude Heath CPA joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Jude point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.
Gregory in New Orleans asks if the IRS still accepts Income Averaging for unusually high income years.
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
Cindy in Biloxi asks Jude Heath about casualty losses, and what IRS forms she will need.
Roman on Youtube Live asks: Will contributing to a TSP or IRA put you in a lower tax bracket.
Tax scammers are as active as ever, and the IRS issues a stern warning to tax preparers about phising scams.
Brian in Slidell got a 1099 in error. How does he fix the records with the IRS? Jude walks him through the steps to clean that up.
Cheryl's Steakhouse in Ocean Springs won Best Steak in Mississippi, and now we want to try one.
You may be able to get a lump sum from Retroactive Social Security Benefits, but is that really the best option for your situation?
Hear 3 bad excuses for turning on Social Security early.
Chris is Algiers is starting his Social Security this year, but it looks like he was shorted on his credits. Gregory explains how those credits will be added in at the beginning of next year.
http://www.WinningAtLife.com
Emile on Facebook Live asks if it's OK to take Social Security early if your career prevents you from working all of the way up to your Full Retirement Age.
Danny in New Orleans has money in a TSP he recently moved to the G fund our of concern the economy could go south. Is he being too cautious?
Cheddar on Youtube Live asks where you should put your money if you think a correction is about to happen.
Jude Heath CPA joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Jude point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.
Gregory in New Orleans asks if the IRS still accepts Income Averaging for unusually high income years.
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
Cindy in Biloxi asks Jude Heath about casualty losses, and what IRS forms she will need.
Roman on Youtube Live asks: Will contributing to a TSP or IRA put you in a lower tax bracket.
Tax scammers are as active as ever, and the IRS issues a stern warning to tax preparers about phising scams.
Brian in Slidell got a 1099 in error. How does he fix the records with the IRS? Jude walks him through the steps to clean that up.
Cheryl's Steakhouse in Ocean Springs won Best Steak in Mississippi, and now we want to try one.
You may be able to get a lump sum from Retroactive Social Security Benefits, but is that really the best option for your situation?
Hear 3 bad excuses for turning on Social Security early.
Chris is Algiers is starting his Social Security this year, but it looks like he was shorted on his credits. Gregory explains how those credits will be added in at the beginning of next year.
http://www.WinningAtLife.com