Winning at Life with Gregory Ricks

Episode 1240: The Weekly Wrap 05.21.22

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401k, Market Drop, Social Security Benefit Statements, Retirement Saving Strategies, Tax Preparation and Investment Strategies

Winning at Life Show Contributor joins the show.
 
 Jude Heath, CPA of J Heath & Co (11am hour) 

This week Gregory is joined by Jude Heath where they discuss strategies for making your retirement more tax efficient.  

 

Caller questions include:


  • If I put my 401k on my house, would it be taxed?
  • What are the best things to do with my 401K?
    • ...more
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