Episode 1087: The Weekly Wrap: 01.23.21

Winning at Life with Gregory Ricks · Jan 25, 2021 · 1h 51m

Gregory review: Carrie in Old Metairie wants to know how to give money to her kids beyond the normal annual gifting limit in the tax code.

Byron in Metairie reminds you that gifting beyond the tax limits can be filed against the estate tax basis.

If you turn Full Retirement Age for Social Security this year, you may want to take advantage of the different rules for your FRA year.

Dwayne Stein of Mortgage Gumbo explains how a storyline from the Tiger King show isn't so far fetched.

Can you borrow money from your wife's trust to buy a beach house, and pay the trust back like a mortgage?

It's a…