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The Weekly Wrap: 09.26.20
Anita in New Orleans is divorced and remarried. Does she get to choose a spousal benefit from her current and ex spouse?
Patricia in New Orleans asks if her IRA's Required Minimum Distribution can go into a Roth IRA. Gregory points out the RMD has to be taken, and the taxes have to be accounted for, but getting money into a Roth IRA is dependent on your earned income, so it's a completely separate discussion.
Does 401k/IRA withdrawals count toward the earnings limit on early Social Security. Jeff in Lacombe is retired at 64, and has gotten conflicting advice on the rules.
Patricia in New Orleans discovered her husband's pension should've paid her out the last 10 years. She's getting 10 years worth of checks in a lump sum.
Charlie in Baton Rouge asks if he should still make his Qualified Charitable Distribution even though Required Minimum Distributions are waived for 2020.
If you think you may be due a benefit from Social Security, file a claim. Gregory shares the story of a widow who missed years of checks because she got some bad advice.
David in Hahnville asks if he can get a raise on his Social Security check by continuing to work and paying into the system.
Wes Blanchard gives you 3 quick steps to get your estate plan together.
Learn some of the sneaky ways lawyers get extra fees and compensation from their clients.
Can you pass along your Power of Attorney to someone else? Mike in Covington's wife has Power of Attorney over her elderly parents, and has a terminal medical condition.
Treeco did a great job helping Gregory and Stacey out with their tree issues.
Wes Blanchard shares a legal opinion on the eviction moratorium issues hurting our local landlords.
Gregory shares his meeting with a giant turtle in the road.
LSU Football tickets are twice as high for this year's home opener on the secondary market.
American College of Financial Services reports on a survey of financial literacy, and the results are dismal.
Ronald in Baton Rouge has retired early and is living off income from his assets. Should he go ahead and turn on Social Security at age 62 so he doesn't have to take as much from his assets?
George in Mandeville asks how he and his wife can get the biggest benefits from their spousal Social Security options.
http://www.WinningAtLife.com
Patricia in New Orleans asks if her IRA's Required Minimum Distribution can go into a Roth IRA. Gregory points out the RMD has to be taken, and the taxes have to be accounted for, but getting money into a Roth IRA is dependent on your earned income, so it's a completely separate discussion.
Does 401k/IRA withdrawals count toward the earnings limit on early Social Security. Jeff in Lacombe is retired at 64, and has gotten conflicting advice on the rules.
Patricia in New Orleans discovered her husband's pension should've paid her out the last 10 years. She's getting 10 years worth of checks in a lump sum.
Charlie in Baton Rouge asks if he should still make his Qualified Charitable Distribution even though Required Minimum Distributions are waived for 2020.
If you think you may be due a benefit from Social Security, file a claim. Gregory shares the story of a widow who missed years of checks because she got some bad advice.
David in Hahnville asks if he can get a raise on his Social Security check by continuing to work and paying into the system.
Wes Blanchard gives you 3 quick steps to get your estate plan together.
Learn some of the sneaky ways lawyers get extra fees and compensation from their clients.
Can you pass along your Power of Attorney to someone else? Mike in Covington's wife has Power of Attorney over her elderly parents, and has a terminal medical condition.
Treeco did a great job helping Gregory and Stacey out with their tree issues.
Wes Blanchard shares a legal opinion on the eviction moratorium issues hurting our local landlords.
Gregory shares his meeting with a giant turtle in the road.
LSU Football tickets are twice as high for this year's home opener on the secondary market.
American College of Financial Services reports on a survey of financial literacy, and the results are dismal.
Ronald in Baton Rouge has retired early and is living off income from his assets. Should he go ahead and turn on Social Security at age 62 so he doesn't have to take as much from his assets?
George in Mandeville asks how he and his wife can get the biggest benefits from their spousal Social Security options.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory RicksAnita in New Orleans is divorced and remarried. Does she get to choose a spousal benefit from her current and ex spouse?
Patricia in New Orleans asks if her IRA's Required Minimum Distribution can go into a Roth IRA. Gregory points out the RMD has to be taken, and the taxes have to be accounted for, but getting money into a Roth IRA is dependent on your earned income, so it's a completely separate discussion.
Does 401k/IRA withdrawals count toward the earnings limit on early Social Security. Jeff in Lacombe is retired at 64, and has gotten conflicting advice on the rules.
Patricia in New Orleans discovered her husband's pension should've paid her out the last 10 years. She's getting 10 years worth of checks in a lump sum.
Charlie in Baton Rouge asks if he should still make his Qualified Charitable Distribution even though Required Minimum Distributions are waived for 2020.
If you think you may be due a benefit from Social Security, file a claim. Gregory shares the story of a widow who missed years of checks because she got some bad advice.
David in Hahnville asks if he can get a raise on his Social Security check by continuing to work and paying into the system.
Wes Blanchard gives you 3 quick steps to get your estate plan together.
Learn some of the sneaky ways lawyers get extra fees and compensation from their clients.
Can you pass along your Power of Attorney to someone else? Mike in Covington's wife has Power of Attorney over her elderly parents, and has a terminal medical condition.
Treeco did a great job helping Gregory and Stacey out with their tree issues.
Wes Blanchard shares a legal opinion on the eviction moratorium issues hurting our local landlords.
Gregory shares his meeting with a giant turtle in the road.
LSU Football tickets are twice as high for this year's home opener on the secondary market.
American College of Financial Services reports on a survey of financial literacy, and the results are dismal.
Ronald in Baton Rouge has retired early and is living off income from his assets. Should he go ahead and turn on Social Security at age 62 so he doesn't have to take as much from his assets?
George in Mandeville asks how he and his wife can get the biggest benefits from their spousal Social Security options.
http://www.WinningAtLife.com
Patricia in New Orleans asks if her IRA's Required Minimum Distribution can go into a Roth IRA. Gregory points out the RMD has to be taken, and the taxes have to be accounted for, but getting money into a Roth IRA is dependent on your earned income, so it's a completely separate discussion.
Does 401k/IRA withdrawals count toward the earnings limit on early Social Security. Jeff in Lacombe is retired at 64, and has gotten conflicting advice on the rules.
Patricia in New Orleans discovered her husband's pension should've paid her out the last 10 years. She's getting 10 years worth of checks in a lump sum.
Charlie in Baton Rouge asks if he should still make his Qualified Charitable Distribution even though Required Minimum Distributions are waived for 2020.
If you think you may be due a benefit from Social Security, file a claim. Gregory shares the story of a widow who missed years of checks because she got some bad advice.
David in Hahnville asks if he can get a raise on his Social Security check by continuing to work and paying into the system.
Wes Blanchard gives you 3 quick steps to get your estate plan together.
Learn some of the sneaky ways lawyers get extra fees and compensation from their clients.
Can you pass along your Power of Attorney to someone else? Mike in Covington's wife has Power of Attorney over her elderly parents, and has a terminal medical condition.
Treeco did a great job helping Gregory and Stacey out with their tree issues.
Wes Blanchard shares a legal opinion on the eviction moratorium issues hurting our local landlords.
Gregory shares his meeting with a giant turtle in the road.
LSU Football tickets are twice as high for this year's home opener on the secondary market.
American College of Financial Services reports on a survey of financial literacy, and the results are dismal.
Ronald in Baton Rouge has retired early and is living off income from his assets. Should he go ahead and turn on Social Security at age 62 so he doesn't have to take as much from his assets?
George in Mandeville asks how he and his wife can get the biggest benefits from their spousal Social Security options.
http://www.WinningAtLife.com