Retirement Watch Weekly
The New American Retirement Plan
Click the PDF below for the full digital book.
Cashing in on Congress’ $350,000 Retirement Shocker
To read the Special Report, please click the PDF below. […]
The Essential Guide for Retiring in the 2020’s
The insurance decisions during and near retirement are some of the most important and complicated in your lifetime. Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]
The $125,000 Life-Time Tax-Free Income Stream
Click the PDF below to read this Special Report. […]
What Heirs Should Know About IRAs
Some of the biggest mistakes with IRAs are made after they pass to the second generation of owners. Heirs routinely lose a large percentage of inherited IRAs to unnecessary taxes. The rules are simple. But they aren’t obvious and most heirs don’t know about them or know to ask about them. If you don’t want […]
Bob’s Journal 9/4
Stealth Taxes Make the Top Marginal Tax Bracket 45.5% for Some Taxpayers Congress is relying more on Stealth Taxes, as I’ve warned taxpayers for years. That makes the tax code more confusing and causes taxpayers to fall into expensive traps. The One Big Beautiful Bill Act (OBBB) created several new Stealth Taxes, which I detailed […]
Bob’s Journal 8/28
Don’t Make This Medicare Advantage Mistake A high percentage of Medicare Advantage plan members make a critical mistake, according to a study from Mass General Brigham, a major hospital system. Medicare beneficiaries can choose between original Medicare and a Medicare Advantage plan. Advantage plans are required to cover everything that original Medicare covers. Advantage plans […]
We’re Waiting for the Tariffs’ Full Effects
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. […]
