Retirement Watch Weekly
When You Can Treat Portfolio Management as a Tax-Deductible Business
After leaving the career behind, your work isn’t done. You’re now in the business of ensuring there’s steady cash flow to pay your expenses. Or, as I put it, you need to generate your Retirement Paycheck. That leads to a question many people ask: Can I report managing my retirement portfolio as a business on […]
Bob’s Journal for 9/1/22
Special Announcement from the Publisher I am thrilled to announce the launch of our Eagle Investing Network YouTube Channel. You’ll find lots of great videos to help you navigate the markets and become a better investor. Click here now to check it out — and be sure to subscribe, so you don’t miss any new videos, as […]
Markets Are Betting That Inflation Is Collapsing
In the July issue, I asked, “Which will break first: inflation, the economy, or the Federal Reserve?” Futures market prices indicate, as they have all year, that investors expect inflation to fall to the Fed’s target after modest interest rate increases and without triggering a recession or reduction in earnings growth. The July Consumer Price […]
Read This Before Joining the Surge in Fixed Indexed Annuity Buyers
Stocks and bonds have lost value in 2022, and that’s increased the popularity of fixed indexed annuities (FIAs). FIAs set sales records in 2021, and sales in 2022 are well ahead of 2021’s levels. A new quarterly sales record was set in the second quarter of 2022, according to currently, eclipsing the previous record in […]
Which States Will Tax Your Income? New Court Case Helps Taxpayers
One long-term consequence of the pandemic is an increase in disputes over which states can tax a person’s income. The pandemic made some state tax departments more aggressive as they became more concerned about losing tax revenue previously paid by remote workers and retirees who moved out of state. A recent case in New York […]
5 Reasons to Reconsider Converting a Traditional IRA or 401(k) to a Roth IRA
An IRA or 401(k) conversion isn’t a one-time decision. The decision needs to be reconsidered during the year as circumstances change. The market volatility of 2022 should cause you to review conversion decisions, no matter what your decision was earlier in the year. The factors discussed in this article might cause you to do a […]
What Readers Want to Know: Questions from My Email Inbox
A unique feature of Retirement Watch is readers can email questions directly to me. I read all the emails I receive and respond to each as best I can. Questions often inspire articles in the newsletter. In this issue, I answer recent questions that I believe are of general interest but don’t require a full […]
What You Need to Know About RMDs in 2022 (Required Min. Distributions)
******************************************** Special Announcement from the Publisher I am thrilled to announce the launch of our Eagle Investing Network YouTube Channel. You’ll find lots of great videos to help you navigate the markets and become a better investor. Click here now to check it out — and be sure to subscribe so you don’t miss any […]
