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Winning at Life: David from New Orleans Asks About Social Security Options for Married Couples

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David in New Orleans asks Gregory to explain the various options a married couple has when they turn on Social Security benefits. Watch this video to find the answers!

Winning at Life: Karen from New Orleans – Will Working Affect my Social Security Widow’s Benefits?

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Karen in New Orleans is on receiving the Social Security Widow’s Benefit. If she goes back to work, how will that affect her check?  

Winning at Life: Randy from Kenner asks Gregory Ricks about Social Security Deferment

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Randy from Kenner asks Gregory Ricks about social security in retirement. Randy is retired but has not turned on social security. How does the social security deferment process work and can you lose money if you don’t turn social security on immediately? Check out this short video to find out!  

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

A Tale of 3 Cousins and Their Inherited 401(k) Plans

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.