Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

In last week’s Retirement Watch Weekly, I shared some oversights and missed opportunities that can easily trigger unnecessary taxes. I get a lot of reader questions about IRAs and taxes, so to help all of us get on the same page, let’s today cover more costly mistakes to recognize and avoid… Non-traditional investments Some assets […]
Watch Bonds, Not Stocks The financial media focuses on the stock market, but you can learn a lot more by watching the bond market. Usually, when stock prices head south, bond prices do the opposite. So far in 2022, things have been different. Stocks and bonds declined at the same time. The S&P 500 was […]

Every day, retirement account owners and beneficiaries trigger unnecessary taxes and penalties through mistakes, oversights and missed opportunities. And while IRAs, 401(k)s and other retirement accounts are among the most valuable assets most people own… They’re also are among the most complicated and misunderstood. The mistakes and oversights can occur at every stage of IRA […]
A Correction, or Worse? Last week, all the major stock indexes hit the widely acknowledged marker of a correction — a closing level at least 10% below the recent highs. The indexes hit record highs last November. As expected, the bubble stocks, high-fliers and others that did best during the bull market were the first […]
Will the Federal Reserve and most investors be very wrong two years in a row? Market prices, especially futures prices, indicate most investors join Fed officials in believing the Fed won’t have to do much to dampen inflation and return economic growth to pre-pandemic levels. They also expect high profit margins to continue. They were […]
Years ago, I took issue with the widespread belief that people could assume they would spend less in retirement than during their working years. Research continues to support my view. The foundation of retirement planning was that once retired, a person would spend 80% or less of pre-retirement income because certain expenditures would be eliminated, […]
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