Retirement Watch Weekly
“How to Turn $1 into $3 — And Get Retirement Peace of Mind” Conference Call 06/05/20
Welcome to my subscriber-only conference call: How to Turn $1 into $3 — And Get Retirement Peace of Mind. Click on the image below to listen to the conference call.
Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning
Why an Individual Retirement Arrangement (IRA) Is Important in Estate Planning An estate plan for IRAs should answer these questions: What will be the estate tax and income tax bills? Who will pay those taxes? Who will receive the IRA? In what form will the IRA be received? The IRA cannot be given away during […]
Bob’s Journal for 6/4/20
Some Notable Events That Grabbed My Attention This Week I’ll make a live presentation at a MoneyShow’s Virtual Event next Wednesday, June 10, at 10:20 a.m. EDT, when I talk about “Important Recent Changes in IRAs and Other Retirement Planning Strategies You Must Know.” My Eagle Financial Colleague, Bryan Perry, and about 60 other investing […]
New Estate Planning Strategy: How To Use Life Insurance To Pay Estate Taxes
Sometimes the traditional strategies to reduce estate taxes are not practical or appealing. It might be difficult to give away an asset in increments over the years to make tax-free gifts. Or you might want to retain control of your assets for life. There are a lot of reasons why someone might not want to […]
Some Notable Events That Grabbed My Attention This Week
We’re starting to see the secondary effects of the pandemic. One surprising effect is higher prices for beer and soda, as explained in an article in The Wall Street Journal. These drinks literally have bubbles, and those bubbles usually are generated using carbon dioxide. Carbon dioxide is a byproduct of ethanol production. Ethanol is produced […]
The Economic Tug of War
Which side will win the tug of war?The economic future hinges on the answer to that question. On the one side is the unprecedented cessation of economic activity, but on the other side is the large infusion of fiscal and monetary liquidity. The Federal Reserve and the federal government flooded the markets and economy with […]
Here’s A Better Tax-Advantaged Investing Option
Most investors overlook an excellent way to earn higher after-tax income to finance their retirements.When “tax-advantaged income” and “retirement” are mentioned together, most people think of tax-exempt bonds or municipal bonds. Most bonds issued by state and local governments pay interest that is exempt from federal income taxes. But that shouldn’t be your only consideration […]
The Pandemic Reduces Social Security’s Solvency and Some Benefits
The coronavirus pandemic is going to have some serious, long-term effects on Social Security’s solvency and on the amounts paid to some beneficiaries. The trust fund that helps pay benefits to non-disabled Social Security beneficiaries is scheduled to run out of money in 2034, according to the latest annual report from the Trustees of Social […]
