Retirement Watch Weekly
“The Coming Retirement Squeeze” Conference Call
Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
“The Coming Retirement Squeeze” Conference Call
Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
The Four Ways You Can Make Tax-Free Gifts
Gift giving is an essential strategy in many estate plans. When done properly, gifts reduce lifetime income taxes and reduce or eliminate estate and gift taxes. Through gifts, you help loved ones today, and see the benefits of that help, instead of having them wait to inherit. To optimize gifts, know how to minimize gift […]
Bob’s Journal for 3/14
Bitcoin Hits New Record High The new exchange-traded funds (ETFs) have been good for the price of bitcoin. After a multi-year legal fight, ETF providers prevailed in 2023. A federal appeals court said the Securities and Exchange Commission (SEC) didn’t have a good reason to prohibit proposed ETFs that owned bitcoin. After all, the SEC […]
The 5 Retirement Tax Ambushes and How to Beat Them
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
Bob’s Journal for 3/7
Fraud Losses Hit a Record in 2023 Frauds and scams took a record amount of money from U.S. adults in 2023, according to the Federal Trade Commission. While the media like to report about the big scams, most crooks seem to try to stay under the radar with smaller hauls. A total of about $10 […]
The Tax Traps in Delaying IRA Distributions
Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was enacted in December 2022. The law delayed the starting age for required minimum distributions (RMDs) to age 73, effective January 1, 2023. The starting age will jump to 75 effective January 1, 2033. If you […]
Protect Your Cash Flow: The 76% Income Boost Strategy
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
