Retirement Watch Weekly
What’s Happening in China and What it Means to Investors
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 9/9/21
It’s Past Time for Congress to Fix Social Security The Trustees of Social Security and Medicare last week finally issued their 2021 annual report. The news wasn’t good, but not as bad as many expected. Normally, the trustees issue their annual report sometime in the spring, but they took extra time this year for further […]
6 Problems that Can Crush Your Retirement Plan Goals
It’s the story I hate to hear from my readers… and given today’s turbulent economic conditions, I’m hearing it more and more often… People who planned well for retirement but saw their hard work and planning fall apart during retirement. These stories are all too common. Yet the causes of most of these retirement failures […]
Bob’s Journal for 9/2/21
Be Sure Your Tax Person Is Serious About Data Security The cyber thieves changed targets over the last few years, and you need to protect yourself from their new strategies. For a long time, the cyber thieves would steal data from individuals using various schemes. Then, they’d file income tax returns in the names of […]
Riding the Wave of Growth and Inflation
The strong economic growth and inflation experienced recently are sustainable, and they’re being underestimated by investors and the Federal Reserve. Market prices indicate investors expect a quick return to the pre-pandemic combination of modest growth and low inflation. Fed officials repeatedly say that’s what they believe will happen. Forces supporting growth and inflation are in […]
The Legacy Benefits of Health Savings Accounts
The main benefits of health savings accounts (HSAs) are delivered during your lifetime, as I discussed in last month’s issue. Another benefit is that an HSA also can build a legacy, so it should be carefully considered as part of your estate plan. An HSA is not a use-it-or-lose-it account. You can name a beneficiary […]
When You Can Take Tax Breaks for Long-Term Care Expenses
Long-term care costs you less when all or part of the expenses are tax deductible. Know the rules about deducting long-term care (LTC) expenses and your out-of-pocket cost of providing care for yourself or family members could be reduced. LTC expenses are tax deductible only when they aren’t reimbursed by insurance or other sources. To […]
The Little-Known Way to Quickly Build a Large Roth IRA
A little-known strategy can help many people quickly generate large Roth IRAs. Some call it the Back Door Roth IRA and others call it the Mega Roth IRA, though both those nicknames also are used for other strategies. Some even call it the Mega Back Door Roth IRA. Whatever name you want to give it, […]
