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  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

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Winning at Life: Charles in Mobile Asked About Taxes in a House Sale

By Gregory Ricks | May 17, 2018 | Comments Off on Winning at Life: Charles in Mobile Asked About Taxes in a House Sale

Charles calls in from Mobile to ask Gregory Ricks about the tax implications of selling a house that he’s lived in for less than two years. Jude Heath, the CPA of the Total Wealth Authority, adds to the guidance from an accounting perspective.    

Winning at Life: Dale on the Northshore – How Do I Know My IRA’s Required Minimum Distribution?

By Gregory Ricks | May 17, 2018 | Comments Off on Winning at Life: Dale on the Northshore – How Do I Know My IRA’s Required Minimum Distribution?

Dale calls in from the Northshore to ask Gregory how his IRA’s Required Minimum Distribution is calculated. Check it out!      

Winning at Life: David from New Orleans Asks About Social Security Options for Married Couples

By Gregory Ricks | May 16, 2018 | Comments Off on Winning at Life: David from New Orleans Asks About Social Security Options for Married Couples

David in New Orleans asks Gregory to explain the various options a married couple has when they turn on Social Security benefits. Watch this video to find the answers!

Winning at Life: George in River Ridge Asks About Qualifying for Social Security

By Gregory Ricks | May 16, 2018 | Comments Off on Winning at Life: George in River Ridge Asks About Qualifying for Social Security

George from River Ridge asks if previous exemptions affect qualifying for Social Security. Watch this short video to find out!

Winning at Life: Jamie from Carriere – Can You Retire and Build a New House at the Same Time?

By Gregory Ricks | May 16, 2018 | Comments Off on Winning at Life: Jamie from Carriere – Can You Retire and Build a New House at the Same Time?

Jamie in Carriere wants Gregory’s guidance on how to go through retiring and moving at the same time with minimal hit on assets.

Winning at Life Daily Wrap: 05.15.18

By Gregory Ricks | May 16, 2018 | Comments Off on Winning at Life Daily Wrap: 05.15.18

Is early retirement really worth financial hit? Gregory and James review a few scenarios that could help your money last if you decide to retire early. Cutting expenses and getting even a small income from a passion project can be the boost you need to stop working early. Gregory gives the real truth behind Peak…

Winning at Life Daily Wrap: 05.14.18

By Gregory Ricks | May 16, 2018 | Comments Off on Winning at Life Daily Wrap: 05.14.18

The Supreme Court strikes down a ban on sports betting, making it legal in Mississippi! Before the decision to allow sports betting came down, MS had already passed the legislation necessary, and Gulf Coast casinos could be taking bets by football season. A Tesla car on autopilot smashes into a stopped fire truck at 60mph.…

Winning at Life: Janet from Gautier Asked About Widow’s Social Security Benefits

By Gregory Ricks | May 15, 2018 | Comments Off on Winning at Life: Janet from Gautier Asked About Widow’s Social Security Benefits

  Janet from Gautier has a question for Gregory about getting a Social Security widow’s benefit. Some widows may want to draw Social Security widow’s benefits, then switch to their own record.  

Winning at Life: Jim in Bush asked how long to wait before taking your Required Minimum Distribution

By Gregory Ricks | May 15, 2018 | Comments Off on Winning at Life: Jim in Bush asked how long to wait before taking your Required Minimum Distribution

Jim from Bush calls to ask Gregory how his IRA’s Required Minimum Distribution is calculated.  

Winning at Life: John from Jackson – Can You Use Liquid Assets to Pay Off Mortgage Early?

By Gregory Ricks | May 15, 2018 | Comments Off on Winning at Life: John from Jackson – Can You Use Liquid Assets to Pay Off Mortgage Early?

  John in Jackson asks Gregory if he should use some of his liquid assets to pay off his mortgage. Watch this video to find the answer!   

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