Winning at Life with Gregory Ricks

The Weekly Wrap: 09.19.20


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Gregory explains how the biggest news stories of the week will affect your money.

How does the Windfall Elimination Provision affect your Social Security benefits for you and your spouse?

Thomas in Gonzales asks if he has enough of a private sector work history to be exempted from the Windfall Elimination Provision.

Pat in Slidell found an error in his Social Security earnings history. Can he get those credits updated and have them recalculate?

Chris is Destrehan asks if he has enough of a private sector work history to be exempted from the Windfall Elimination Provision.

Jude Heath CPA describes how your taxes change when you move from employment into retirement. Gregory and Jude share tips on managing your tax bracket with different income streams.

How can you take advantage of Roth IRAs to keep your taxes low in retirement?

Gregory warns against the myth of any safe investments promising a 10% return.

Rollover IRAs carry the liability protection of a 401k with them. Janet in Mandeville asks Gregory about the liability protection rules for a rollover IRA.

The old rules for inheriting IRAs are gone, including the stretch option. So what options does that leave for the money in your IRA after you pass away?

Gregory gives you a statistical history of why the markets 10% average return is misleading, and how drawing 4% from your portfolio in retirement will stress your assets.

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