Retirement Watch Weekly
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Recapping Market and Economic Activity This Week
This is the last call for next week’s MoneyShow Las Vegas. It is scheduled for May 10-13 at Caesar’s Palace. I’ll be there, of course. Come to one of my four presentations or stop by the Eagle Financial Publications booth to talk. The dozens of other speakers will include my Eagle colleagues Dr. Mark Skousen, […]
Sorting Through Today’s Worries, Opportunities
There’s a tightening in the economy, but few people see it. That’s because this cycle differs from the past. In the old days, tighter policy occurred when the Fed raised interest rates several times and Congress raised taxes. Now, there are other forces tightening the economy. Most people look at market, or nominal, interest rates […]
Winning the War on Stretch IRAs with Correct Estate Planning
Preserving IRA wealth for children and other younger beneficiaries is a goal of many people. That’s because a large percentage of their wealth is in IRAs and other qualified retirement plans. Two forces, however, stand in opposition to that goal and need to be defeated. One force is the required minimum distributions (RMDs). After age […]
Health Links
Medicare: Includes nursing home grades and other information. Check how the new Medicare prescription drug plan will affect you. Medicaid BenefitsCheckup.org: assesses a person’s needs then lists available sources of help. ElderWeb: Links, data, and more. Caregiver help: Help and advice are available here, here, and here. Health care facilities: Get reports and information on […]
Tax Links
Individual Retirement Accounts: Brentmark Software’s site and CPA Ed Slott’s web site Uncle Fed’s Tax Board: Comprehensive links to tax sources. Taxes for Investors State taxes: Here are several links to help research state and local taxes: taxsites.com: comprehensive links to federal and state tax sources. taxadmin.org: official sites of the state tax administrators. Includes […]
Annuity Links
Annuity Net Advisor Annuity Rate Watch Immediate Annuity Annuity Net Annuities Central […]
