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The Daily Wrap: 07.08.20

Charles in Gulfport asks about his Social Security retirement benefit being taxed. Isn't there some old age exemption or something like that?

Employee Stock Plans: are they a good investment?

Can you roll over a Roth 401k into a Roth IRA. Dave on the Northshore would like to have more options than the company plan, but unless he has an unusually flexible company plan, you usually have to wait until you leave that job to roll over a 401k.

Shepard Smith goes to CNBC. He's a Mississippi guy, and will be working on the financial side of the news now.

Gregory has upcoming webinars on learning…

The skinny

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