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You could maximize your tax-free retirement income with a Roth Solo 401(k), a strategic choice for savvy business owners. This…
What are the tax implications when selling a second home? On this episode of the Ask Gregory Podcast, Gregory explains whether or not there are…
How does Social Security view an annulled marriage? On this episode of the Ask Gregory Podcast, Gregory helps a caller understand how Social Security views a…
Let’s say you’re married and your spouse is younger than you are. When’s the best time to file for and receive the highest-possible benefits? The…
Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of…
2022 COLA could be highest paid since 1983 Social Security beneficiaries might be in for the highest cost of living adjustment (COLA) in nearly four decades,…
How do I handle a check sent out for my Old 401K? In this episode, Gregory helps a caller understand what to do with a 401(k) payout…
If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes. My friend…
KEY POINTS Sometimes it’s worth paying someone to handle certain tasks or chores for you — particularly when they specialize in a service. Rewards can…
Here are the seven things that millennials should absolutely stop doing to get their financial plans on track. How time flies. The oldest millennials are…
Your life is always changing. Is your budget keeping up with the times? Most of the time, when I tell a client to draw up…
