Paul and Jim Wood cover the fears from early 2019. Investing gimmicks are discussed later including socially responsible investing, life insurance, gold, trading classes, and others. The hour is finished by covering expert predictions of 2019 and if they were accurate in hindsight.
This is hour 1/3 recorded on January 4, 2020.
Today, Paul talks about how tax laws around the 10-year rule on inherited IRAs make inheriting this common retirement vehicle more complicated
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
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