Retirement Watch Weekly
Finally, a Significant Market Decline
I didn’t mean to put a hex on the stock markets last week. In last Thursday’s Bob’s Journal, I wondered how investors would react to the next big decline in stocks. I pointed out that a decline of more than 500 points on the Dow would be only a 2% decline. However, such a decline […]
IRA-Related IRS Tax Forms: Appendix
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
IRA-Related Acronyms: Appendix
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
IRAs: A Quick Reference Guide: Final Notes
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
IRAs: Administration and Custodial Issues
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
Naming IRA Beneficiaries Q&A
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
2017 Tax Reform: A Game Changer for Retirement? (Part 2)
Editor’s Note: This week, we’re continuing our deep dive into the Tax Cuts and Jobs Act of 2017. Click here to get caught up on Part 1 of our story: The 2017 Tax Reform Law and Your Retirement Finances Some readers are asking about the charitable contribution deduction, of which there are a few changes. […]
New York City vs. Florida Retirement
I always tell people planning for retirement that the first step is to determine the life style you want in retirement. The money issues all spring from that. Joseph Coughlin, a longevity researcher at M.I.T., has a good example in which he compares the “Florida retirement” to the “New York City retirement.” As he points […]
