Winning at Life with Gregory Ricks

The Weekly Wrap: 10.17.20


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What's rules for SSI and Disability? Gregory explains the difference between Supplemental Security Income and Social Security's Disability programs.

Bob in Biloxi is thinking about moving the money from his 401k into 2 fixed annuities. What does Gregory think?

Bruce in Denham Springs was on Disability, and when he switched to Social Security retirement benefits at his Full Retirement Age, his taxes went up. Can he switch back?

Craig in New Orleans asks Gregory's thoughts on investing in crypto. Gregory thinks it's too volatile to take seriously.

Tim in New Orleans wants to know how the Required Minimum Distributions are figured for his IRA.

Jude Heath joins the show and reviews some recent calls with tax issues.

Cindy in Covington asks Gregory and Jude if she can use her own LLC to start a 401k.

Pam in Slidell asks when you can start Social Security while still working, and she will also be affected by the Windfall Elimination Provision.

Jay in New Orleans has a pension system at his job, and an employee DROP program, too. How can he maximize his options?

Bill in Gonzales asks when his wife can turn on a Spousal Benefit from his Social Security record.

Christopher in Baton Rouge asks Gregory about his work around to employ his retired mother so she can get money into a Roth IRA.

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