Winning at Life with Gregory Ricks

The Daily Wrap: 09.16.19


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01:11 - If you have stock in your company plan, use Net Unrealized Appreciation to pay a lower tax. Gregory explains how NUA works, and how sometimes NUA doesn't work. Many people don't like to pay the tax bill.

11:49 - If you're leaving money behind to your loved ones, think about structuring it into a birthday check instead of a dumping a lump sum on them when you pass away. It will be a long term reminder, and something for your loved ones to look forward to every year.

17:03 - The price of oil jumped up today, and had it's biggest daily gain in over a decade. The attack on the Saudi oilfield has crippled their production, and you can expect a slight increase in the price of gas over the next few months.

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks