Wednesday Q&A How do I create more sources of income in retirement?

How do I create more sources of income in retirement? On this episode of the Ask Gregory Podcast, find out how you can create more sources of income in retirement. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have…

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Wednesday Q&A What are the tax implications when selling a second home?

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 tax implications when selling a second home. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to…

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Wednesday Q&A How does Social Security view an annulled marriage?

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 marriage that has been annulled. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have…

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Wednesday Q&A How do I handle a check sent out for my Old 401K?

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 check he received from a past employer. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to…

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Wednesday Q&A Back Door Tricks For Roth Contributions

Back Door Tricks For Roth Contributions An additional after-tax contribution to your 401(k) – now allowed in the plans of many large employers – can grow tax-free if it’s moved to a Roth account. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re…

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Wednesday Q&A What if you have Federal AND State retirement benefits?

What if you have Federal AND State retirement benefits? John in Covington asks Gregory if there’s any issues he needs to know about between his Federal retirement, and taking a job with the State. Gregory explains how the two retirement systems work seamless, so when does he turn on Social Security? Do you have questions…

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Wednesday Q&A Louisiana Teachers Retirement Options: LASERS vs ORP

Louisiana Teachers Retirement Options: LASERS vs ORP Lynn in Madisonville is taking a job with the State, and asks Gregory’s opinion on which teachers’ retirement option to choose. Louisiana has LASERS and the Optional Retirement Plan, and Gregory rolls through a series of questions to help clear up the answer, including concerns about the Windfall…

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Wednesday Q&A When Do You Sell a Winning Stock?

When Do You Sell a Winning Stock? Chuck on the Northshore picked up a stock years ago, and has had a successful run. Is it time to get out, and take the profits? Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here…

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Wednesday Q&A Advice for Young Investors

Advice for Young Investors Joel in New Orleans is a local teacher, and asks Gregory for where to find advice for introducing kids to the world of investing. Gregory recommends a book: The Latte Factor. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY…

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