401K, Index-based annuities, Cash, Social Security, and Investment Strategies

Winning at Life Show Contributor joins the show.

 Jude Heath, CPA of J Heath & Co (11am hour) 

Gregory and Jude talk about the impact of changing of laws requiring online platforms to issue 1099 forms for the 2022 tax returns.

Caller questions include:

  • What can I do when my 401k is losing money?
  • 10- year index-based annuities
  • How I-bonds are effected by raising interest rates
  • What do I do with my cash?