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Winning at Life Weekly Wrap: 06.09.18
Congrats! It's our 8 year anniversary for Winning at Life with Gregory Ricks.
The trustees for Social Security and Medicare release their annual report with projections for the future of our two biggest spending programs. Gregory talks about building multiple streams of income to minimize the effects of possible cuts.
When Bruce in New Orleans asked his insurance company for a homeowners policy on his rent house, they said he would have to get landlord's insurance, because the second house is owned by an LLC. Gregory shares some insight on getting the right insurance coverage for situations like owning a rental.
Harold in Marrero and his wife are thinking about taking his Social Security early, and he wants to know how much it will cut his benefit.
Jane in Destrehan asks Gregory if she could still be able to get homeowners insurance if she puts her house in a trust.
Dale in California asks Gregory his thoughts on a particular stock. Gregory checks the charts and isn't too enthused about it.
Wes Blanchard, Estate Planning Attorney on the Total Wealth Authority, details the importance of having your rental property in a will.
Steve on Facebook asks Gregory and Wes about which type of trust he should put his house?
John in Marrero asks Wes Blanchard about his issues with a bank branch moving his safe deposit box.
Josh in Covington asks about what happens to the mortgage on a piece of rental property once he switches ownership to a newly formed LLC.
Joe in Independence is switching jobs, but took out a loan from his 401k that will come due when he leaves. He's thinking about doing a cash-out refinance on his mortgage to cover the cost. Joe also has this issue with identity theft scammers hurting his record.
Frank asks Gregory Ricks and Wes Blanchard about how to properly gift the max amount of money to his kids every year when it comes to taxes.
Gregory Ricks and Wes Blanchard discuss how to know when you should put your house in an LLC or a trust. There's some big tax changes, and significant changes from an estate planning perspective.
James and Gregory talk about 8 years of Winning at Life, how it grew from humble beginnings, and how the future is bright.
Mike in Slidell is thinking about paying off his townhouse rental with money from a sale from another rental. Gregory stresses it's all about the numbers. If the net amount of return from that property is high enough, go for it.
Byron in the Bourg asks how his wife's state pension will affect her ability to draw from his record. It's another sad story of the Windfall Elimination Provision.
Mary in Houma asks Gregory if she can draw extra money from an annuity above what the income rider provides. Gregory says she probably can take additional distributions, but it will accelerate the time table for spending down. Mary follows up with a question about how Medicare premiums are taken from her Social Security benefit.
Transferring money between IRAs can be a mess if you aren't familiar with the 60 day rollover rules. Gregory gives some basics on how you should move money between plans.
http://www.WinningAtLife.com
The trustees for Social Security and Medicare release their annual report with projections for the future of our two biggest spending programs. Gregory talks about building multiple streams of income to minimize the effects of possible cuts.
When Bruce in New Orleans asked his insurance company for a homeowners policy on his rent house, they said he would have to get landlord's insurance, because the second house is owned by an LLC. Gregory shares some insight on getting the right insurance coverage for situations like owning a rental.
Harold in Marrero and his wife are thinking about taking his Social Security early, and he wants to know how much it will cut his benefit.
Jane in Destrehan asks Gregory if she could still be able to get homeowners insurance if she puts her house in a trust.
Dale in California asks Gregory his thoughts on a particular stock. Gregory checks the charts and isn't too enthused about it.
Wes Blanchard, Estate Planning Attorney on the Total Wealth Authority, details the importance of having your rental property in a will.
Steve on Facebook asks Gregory and Wes about which type of trust he should put his house?
John in Marrero asks Wes Blanchard about his issues with a bank branch moving his safe deposit box.
Josh in Covington asks about what happens to the mortgage on a piece of rental property once he switches ownership to a newly formed LLC.
Joe in Independence is switching jobs, but took out a loan from his 401k that will come due when he leaves. He's thinking about doing a cash-out refinance on his mortgage to cover the cost. Joe also has this issue with identity theft scammers hurting his record.
Frank asks Gregory Ricks and Wes Blanchard about how to properly gift the max amount of money to his kids every year when it comes to taxes.
Gregory Ricks and Wes Blanchard discuss how to know when you should put your house in an LLC or a trust. There's some big tax changes, and significant changes from an estate planning perspective.
James and Gregory talk about 8 years of Winning at Life, how it grew from humble beginnings, and how the future is bright.
Mike in Slidell is thinking about paying off his townhouse rental with money from a sale from another rental. Gregory stresses it's all about the numbers. If the net amount of return from that property is high enough, go for it.
Byron in the Bourg asks how his wife's state pension will affect her ability to draw from his record. It's another sad story of the Windfall Elimination Provision.
Mary in Houma asks Gregory if she can draw extra money from an annuity above what the income rider provides. Gregory says she probably can take additional distributions, but it will accelerate the time table for spending down. Mary follows up with a question about how Medicare premiums are taken from her Social Security benefit.
Transferring money between IRAs can be a mess if you aren't familiar with the 60 day rollover rules. Gregory gives some basics on how you should move money between plans.
http://www.WinningAtLife.com
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By Winning at Life with Gregory RicksCongrats! It's our 8 year anniversary for Winning at Life with Gregory Ricks.
The trustees for Social Security and Medicare release their annual report with projections for the future of our two biggest spending programs. Gregory talks about building multiple streams of income to minimize the effects of possible cuts.
When Bruce in New Orleans asked his insurance company for a homeowners policy on his rent house, they said he would have to get landlord's insurance, because the second house is owned by an LLC. Gregory shares some insight on getting the right insurance coverage for situations like owning a rental.
Harold in Marrero and his wife are thinking about taking his Social Security early, and he wants to know how much it will cut his benefit.
Jane in Destrehan asks Gregory if she could still be able to get homeowners insurance if she puts her house in a trust.
Dale in California asks Gregory his thoughts on a particular stock. Gregory checks the charts and isn't too enthused about it.
Wes Blanchard, Estate Planning Attorney on the Total Wealth Authority, details the importance of having your rental property in a will.
Steve on Facebook asks Gregory and Wes about which type of trust he should put his house?
John in Marrero asks Wes Blanchard about his issues with a bank branch moving his safe deposit box.
Josh in Covington asks about what happens to the mortgage on a piece of rental property once he switches ownership to a newly formed LLC.
Joe in Independence is switching jobs, but took out a loan from his 401k that will come due when he leaves. He's thinking about doing a cash-out refinance on his mortgage to cover the cost. Joe also has this issue with identity theft scammers hurting his record.
Frank asks Gregory Ricks and Wes Blanchard about how to properly gift the max amount of money to his kids every year when it comes to taxes.
Gregory Ricks and Wes Blanchard discuss how to know when you should put your house in an LLC or a trust. There's some big tax changes, and significant changes from an estate planning perspective.
James and Gregory talk about 8 years of Winning at Life, how it grew from humble beginnings, and how the future is bright.
Mike in Slidell is thinking about paying off his townhouse rental with money from a sale from another rental. Gregory stresses it's all about the numbers. If the net amount of return from that property is high enough, go for it.
Byron in the Bourg asks how his wife's state pension will affect her ability to draw from his record. It's another sad story of the Windfall Elimination Provision.
Mary in Houma asks Gregory if she can draw extra money from an annuity above what the income rider provides. Gregory says she probably can take additional distributions, but it will accelerate the time table for spending down. Mary follows up with a question about how Medicare premiums are taken from her Social Security benefit.
Transferring money between IRAs can be a mess if you aren't familiar with the 60 day rollover rules. Gregory gives some basics on how you should move money between plans.
http://www.WinningAtLife.com
The trustees for Social Security and Medicare release their annual report with projections for the future of our two biggest spending programs. Gregory talks about building multiple streams of income to minimize the effects of possible cuts.
When Bruce in New Orleans asked his insurance company for a homeowners policy on his rent house, they said he would have to get landlord's insurance, because the second house is owned by an LLC. Gregory shares some insight on getting the right insurance coverage for situations like owning a rental.
Harold in Marrero and his wife are thinking about taking his Social Security early, and he wants to know how much it will cut his benefit.
Jane in Destrehan asks Gregory if she could still be able to get homeowners insurance if she puts her house in a trust.
Dale in California asks Gregory his thoughts on a particular stock. Gregory checks the charts and isn't too enthused about it.
Wes Blanchard, Estate Planning Attorney on the Total Wealth Authority, details the importance of having your rental property in a will.
Steve on Facebook asks Gregory and Wes about which type of trust he should put his house?
John in Marrero asks Wes Blanchard about his issues with a bank branch moving his safe deposit box.
Josh in Covington asks about what happens to the mortgage on a piece of rental property once he switches ownership to a newly formed LLC.
Joe in Independence is switching jobs, but took out a loan from his 401k that will come due when he leaves. He's thinking about doing a cash-out refinance on his mortgage to cover the cost. Joe also has this issue with identity theft scammers hurting his record.
Frank asks Gregory Ricks and Wes Blanchard about how to properly gift the max amount of money to his kids every year when it comes to taxes.
Gregory Ricks and Wes Blanchard discuss how to know when you should put your house in an LLC or a trust. There's some big tax changes, and significant changes from an estate planning perspective.
James and Gregory talk about 8 years of Winning at Life, how it grew from humble beginnings, and how the future is bright.
Mike in Slidell is thinking about paying off his townhouse rental with money from a sale from another rental. Gregory stresses it's all about the numbers. If the net amount of return from that property is high enough, go for it.
Byron in the Bourg asks how his wife's state pension will affect her ability to draw from his record. It's another sad story of the Windfall Elimination Provision.
Mary in Houma asks Gregory if she can draw extra money from an annuity above what the income rider provides. Gregory says she probably can take additional distributions, but it will accelerate the time table for spending down. Mary follows up with a question about how Medicare premiums are taken from her Social Security benefit.
Transferring money between IRAs can be a mess if you aren't familiar with the 60 day rollover rules. Gregory gives some basics on how you should move money between plans.
http://www.WinningAtLife.com