Retirement Watch Weekly
“The Big Steal: How the Stimulus Package Could Take Your Retirement Savings Now” Conference Call 2/10/21
Welcome to my subscriber-only conference call: The Big Steal: How the Stimulus Package Could Take Your Retirement Savings Now. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
Is Social Security Still Shortchanging Beneficiaries?
Before I answer this question, here are two very important reminders (when it comes to your retirement money)… You don’t ask the IRS to help you pay the lowest taxes possible, and you shouldn’t rely on the Social Security Administration (SSA) to ensure you receive the maximum benefits. I’ve heard many anecdotal reports over the […]
Bob’s Journal for 2/4/21
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Why Everyone Needs an Estate Tax ID & How To Get It
The federal estate tax is a tax paid after a person’s death on the value of the person’s property. A large amount of an estate is exempt from the federal estate tax. In 2021, the exempt amount is $11.7 million (for now). The amount is indexed for inflation each year. So, only the wealthiest estates […]
Bob’s Journal for 1/28/21
Here’s What’s Likely to Happen to Income and Estate Taxes The 2020 election is behind us, the inauguration is over and the tax picture for the next couple of years is becoming clear. In mid-2020, the polls indicated a big Democratic sweep was developing. If that had occurred, it probably would have led to significant […]
The Continuing Case for Cautious Optimism
Investors began 2021 filled with optimism about the markets, and there are good reasons for the positive attitudes. Market prices indicate investors expect interest rates and inflation to stay low. They also expect corporate profits to improve due to a strong economic rebound once COVID-19 vaccines are widely administered. The vaccines aren’t the only reasons […]
Social Security Still Shortchanging Beneficiaries
You don’t ask the IRS to help you pay the lowest taxes possible, and you shouldn’t rely on the Social Security Administration (SSA) to ensure you receive the maximum benefits. I’ve heard many anecdotal reports over the years from readers and financial advisors about Social Security representatives giving incorrect answers or different reps giving different […]
Some Surprises in a New Tax Law
Congress recently passed, and President Trump signed into law, the longest legislation ever passed by Congress. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but there was a lot more in the law. Some tax law changes were overlooked by most of the […]
