Latest / Winning at Life with Gregory Ricks
The Daily Wrap: 11.08.18
00:56 - What legislative changes are on the table that will affect your money? Social Security is unlikely to see any major changes anytime soon, but the Fiduciary Rule may make its return in some form. Generally, the markets love divided government.
08:10 - How is your inheritance taxed? Roger in Belle Chase is inheriting a sizable portion of a family trust. Gregory guides him on how to determine his tax consequences, and seek out the help of a CPA.
20:15 - Retirement savings are at an all time high according to a report from Fidelity. There's more assets in qualified accounts, especially…
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