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September & October Newsletter!

Gregory Ricks & Associates – September & October Newsletter!    

Winning at Life: What Changes About Your 401k Distribution Rules After You Work Past 71 Years Old?

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Gregory explains how the rules for Required Minimum Distributions are calculated for a 401k after age 71 if you are still working at that job. Watch this video to find out!  

Winning at Life: Bill from Metairie Asked About Managing Social Security If You Are Self-Employed

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Bill in Metairie is self-employed and hasn’t been claiming much income on his taxes throughout the years. Now, he’s concerned his Social Security check is paying the price.      

Winning at Life: Charles in Mobile Asked About Taxes in a House Sale

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Charles calls in from Mobile to ask Gregory Ricks about the tax implications of selling a house that he’s lived in for less than two years. Jude Heath, the CPA of the Total Wealth Authority, adds to the guidance from an accounting perspective.    

Winning at Life: Dale on the Northshore – How Do I Know My IRA’s Required Minimum Distribution?

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Dale calls in from the Northshore to ask Gregory how his IRA’s Required Minimum Distribution is calculated. Check it out!