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Latest / Winning at Life with Gregory Ricks

The Weekly Wrap: 09.26.20

Anita in New Orleans is divorced and remarried. Does she get to choose a spousal benefit from her current and ex spouse?

Patricia in New Orleans asks if her IRA's Required Minimum Distribution can go into a Roth IRA. Gregory points out the RMD has to be taken, and the taxes have to be accounted for, but getting money into a Roth IRA is dependent on your earned income, so it's a completely separate discussion.

Does 401k/IRA withdrawals count toward the earnings limit on early Social Security. Jeff in Lacombe is retired at 64, and has gotten conflicting advice on the rules.

Patricia in New…

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