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Retirement Watch Weekly

Long-Term Care Insurance Premiums Decline

January 4, 2018

After years of steady increases, premiums on traditional long-term care insurance policies declined in 2017, according to the American Association for Long-Term Care Insurance. A couple in their 60s today can expect to pay $3,490 annually for policies that will pay $666,000 in benefits at age 85. According to the 2018 LTC Price Index, the […]

Real Estate Investing and Financial Security

January 3, 2018

Wall Street pushes financial assets as the route to financial independence. But several studies I’ve seen say that real estate is the key difference between the very wealthy and others. This article says that land is at least as important and might be the key difference between the 1% and others. But ignoring land is […]

Most Retirees Regret Not Saving More For Their Retirement

January 3, 2018

Here’s something you can share with your grandchildren or adult children if you’re already in or near retirement. More than half of adult Americans say one of the great regrets of their lives is not saving more for retirement, according to a new survey by American Century Investments. The survey also says most people expect […]

9 Ways to Live Longer – Longevity Research

January 2, 2018

Here’s a link to a summary of research on longevity by an investor in investments related to increasing life spans. It’s a good, readable summary of a lot of the key research. Unlike most write-ups you’ll see in the media, this one focuses on the shortcomings and qualifications in a lot of the research. That’s […]

Estate Planning

Mandatory Withdrawals from a Traditional IRA while the owner is living Q & A

January 1, 2018

    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. […]

withdrawals

Mandatory Withdrawals from a TIRA While the Owner is Living

December 31, 2017

    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. […]

Rollovers

Indirect IRA Rollovers

December 30, 2017

    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. […]

aging-in-place-how-to-stay-in-your-home-as-long-as-possible

Aging In Place: How to Stay In Your Home As Long As Possible

Want to stay in your home for as long as possible? If so, here’s a plan I recommend to all my subscribers… Most older Americans say they want to stay in their homes, or age in place, for as long as they can. An AARP survey in 2015 said almost 90% of those age 65 […]

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