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Winning at Life: John from West Point, MS – How Do I Use My TSP?

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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.

Winning at Life: 2018 Predictions

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Gregory Ricks & James Parker give their 2018 market predictions. What will happen with Bitcoin? Where will the Dow end up? What will GDP growth be? These are tough predictions, how did we do?

Winning at Life: James in Ocean Springs, MS: Can I Combine My Retirement Accounts into one?

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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?

How Your Inherited IRA Is Taxed

Have you inherited an IRA? What type of IRA is it? Your answer will matter a lot when it comes to your tax bill. Inheriting a traditional IRA will have very different tax consequences than inheriting a Roth IRA. Consider the following example. Let’s say Tom named his three children as beneficiaries of his three-million-dollar
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Retirement Plan Checks and 60-Day Rollovers

Generally, when you receive a check from your IRA custodian or employer plan, you have 60 days to rollover the funds to another retirement account, either an IRA or an employer plan. As with most retirement plan rules, this rule comes with two exceptions – one good and one bad. Let’s look at what happens
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