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Retirement Watch Weekly

5 Ways to Enhance Your Legacy with Beneficiary Bequests and Charitable Gifts and Trusts

November 27, 2017

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. […]

Key Retirement Advantages of Health Savings Accounts (HSAs)

The Health Savings Account (HSA) could be the best retirement planning vehicle available. Only the Roth IRA comes close. People are catching on to the advantages. There now are over $40 billion in HSAs, and the number of HSAs increased 16% over the last year. Much of the increase is because employers are switching to […]

Happy Thanksgiving 2017

November 22, 2017

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. […]

Investment types

IRA Investment Types and Transactions

November 21, 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. […]

Is Home Buying Investing?

November 20, 2017

I’ve long argued that people should view their homes as consumer goods, not as investments. If you make money on your home, that’s great. But most people don’t, especially after factoring in inflation and the costs of home ownership. This article points to a study that reaches the same conclusion. The authors say that home […]

25 Scenic Places to Retire

November 20, 2017

Forbes.com has a unique “places to retire” list. The list pays some attention to health care and safety, but it seeks to identify the 25 most scenic places to retire. The list includes all kinds of views, from rural areas to cities. There are mountains, woodlands, beaches, downtown areas, and more. Lots of nice photos. […]

ROTH IRAs

Contributing to Roth IRAs Q&A

November 20, 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. […]

Don’t Forget To Shop Around for Medicare

November 17, 2017

Each year I encourage Medicare beneficiaries to use Open Season to shop around and compare the options in their plans. This article makes many of the same points. While Medicare plans are regulated, there still is a lot of difference between plans. You easily could spend twice as much for coverage as you need to, […]

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