Is borrowing from my 401(k) considered a loan because of Coronavirus?  Gregory explains the rules and waving of fees for borrowing from a 401(k) or IRA for financial relief due to Covid19. If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to…

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What are the new RMD rules for 2020? Let’s go over the quick changes for required minimum distributions for 2020 in the video below. If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to Help Have questions about this week’s content, or need…

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How will I be taxed on my retirement income? Gregory discusses taxes pre and post-retirement and what that means for this Winning at Life listener. If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to Help Have questions about this week’s content, or…

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What should I do with an old 401(k)? Winning at Life listener calls the show to ask Gregory what his wife should do with her 401(k) as she has lost her job. If you have more questions about your old 401(k), we can help! Check out the 401(k) Q&A Webinar to discover what to do if you’re not…

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What are the pros and cons of having a will or trust? This is such an important question, especially in today’s climate. This question doesn’t really have a one-size-fits-all answer, but we’ll try to lay it out in very general terms: while everyone should at least have a will, not everyone is going to need…

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