Carl helps several callers and texters, like one trying to figure out what percentage of an inheritance to invest in markets and in her Austin home, what happens when the federal government requires minimum distributions from Individual Retirement Accounts (IRAs), and weighing how long to wait to take Social Security benefits — and more.
Teacher Retirement System
Growing your cash even after you retire, tax strategies with real estate sales, and survivor benefits when one spouse paid into Social Security and the other did not
Carl Stuart takes on some more nuanced topics like staying (a little) aggressive with your nest egg in retirement, tax strategies behind 1031 exchange real estate transactions, and survivor benefits when one spouse’s employer paid into Social Security and the other, a teacher, only paying into a pension (TRS).