Latest / Winning at Life with Gregory Ricks
The Daily Wrap: 06.21.18
[2:20] Gregory Ricks gives you a basic guide to rollovers from your IRA. If you can, you should move IRA money straight from custodian to custodian transfer. If you take the money straight to yourself, you have 60 days to either put it back, or find another IRA for it. You can do a rollover once per year aggregate of all your accounts.
[7:38] Perry in New Orleans wants to try and get some yield on the idle money in his brokerage account. Gregory explains that it's preferable to have the liquid assets in your managed investment account just sitting there getting minimal yield. That is its job…
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