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Are You Over 70.5 Years Old and Still Working? Understand Your Options With RMDs: This Week’s Q&A

This week’s Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here. Question: I have read some of your
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Inheriting an Inherited IRA

What are the rules when you inherit an inherited IRA? We get this question frequently. Let’s consider what happens when using designated beneficiaries. Jim dies and names Mike as his beneficiary on the beneficiary form. Five years later Mike dies and has named Phyllis, who is a successor beneficiary, on the beneficiary form. Titling The
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Winning at Life: Dwayne Stein Helps a Caller with a Messy Neighbor

On Winning at Life, Dwayne Stein joins Gregory Ricks and James Parker to help Bill on the Northshore. He is trying to sell his house, but his incredibly messy neighbor is hurting the cause, and refuses to clean up. Dwayne Stein, host of Mortgage Gumbo and member of the Total Wealth Authority, tells Bill of
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Winning at Life: How Should Newlyweds Invest Beyond Their 401ks?

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.

Brent from Metairie: How do I invest in gold without buying physical gold?

Gregory Ricks and James Parker discuss different ways to invest in gold other than buying coins and bars with Brent from Metairie on Winning at Life.