See how Gregory guides a caller through the process of what to do with his TSP (Thrift Savings Plan). John from West Point, Mississippi calls in on Winning At Life to get a second opinion from Gregory Ricks on how to best use the options in the TSP.
James from Ocean Springs, Mississippi asks Gregory and James if he can combine his various IRA and 401k accounts into one IRA, and is that a good idea?
This is the story of Al, Bob and Carl. Each cousin is the non-spouse beneficiary of his father’s 401(k) plan. Their fathers worked together at the local automotive factory for their entire lives and were all covered by the same plan. The default distribution option in the plan for non-spouse beneficiaries is a five-year payout.
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Jonathan listening on the iHeartRadio app in West Virginia calls in and asks Gregory about the basics of his 401k. What does a 401k do for you? How should you set it up?
On Winning at Life, Gregory Ricks and James Parker discuss a comment card from a recent Gregory Ricks Live. They are newlyweds in their 30s looking for some direction on what they should be doing now that they’ve maxed their 401ks, and would like to invest beyond that.