Retirement Watch Weekly
Key Changes in Estate Tax, Bypass Trusts and Tax Free Gifts
There are four basic strategies for reducing estate taxes: Reducing assets from the gross estate Removing future appreciation from the gross estate Increasing deductions, and Buying life insurance Within those four strategies are many options. Not all will be appropriate for you. But there are quite a few strategies – and it’s always good to […]
The Hibernation Economy and Beyond: Investment and Economic Review
The economy has been in a recession or worse since mid-March. What will happen next? How should you respond? This month’s Retirement Watch Spotlight Series is the semiannual Investment and Economic Review, and we’re going to take a deep look at those issues. The data reports are way behind what we know is happening in […]
Bob’s Journal for 6/11
The U.S. economy entered a recession in February, according to the National Bureau of Economic Research (NBER). The prior economic expansion had been the longest on record, when using data going back to 1854, as it lasted for 128 months. Economists and investors have long since accepted the NBER’s Business Cycle Dating Committee as the […]
9 Ways to Trim Taxes and Maximize Benefits from RMDs
Required minimum distributions (RMDs) from IRAs weren’t simplified or changed in the new tax law. Taxpayers ages 70½ and older still have to take these distributions from traditional IRAs and other qualified retirement plans, 401(k)s included, whether they need the money or not. The good news is we still have strategies to simplify RMDs and […]
The Retirement Watch Family Caregiver Planning Guide
Family caregiver planning has some simple rules… And some not-so-simple rules. For starters, any caregiver agreements involving family members should be in writing. That is, unless the person providing the care is being altruistic (being a friend), and expects nothing in return now or in the future. Often when one family member provides care for […]
“How to Turn $1 into $3 — And Get Retirement Peace of Mind” Conference Call 06/05/20
Welcome to my subscriber-only conference call: How to Turn $1 into $3 — And Get Retirement Peace of Mind. Click on the image below to listen to the conference call.
“How to Turn $1 into $3 — And Get Retirement Peace of Mind” Conference Call 06/05/20
Welcome to my subscriber-only conference call: How to Turn $1 into $3 — And Get Retirement Peace of Mind. Click on the image below to listen to the conference call.
Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning
Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning An estate plan for IRAs should answer these questions: What will be the estate tax and income tax bills? Who will pay those taxes? Who will receive the IRA? In what form will the IRA be received? The IRA cannot be given away during […]
