Retirement Watch Weekly
Two Strategies That Beat the SECURE Act
There’s a tax bill attached to each traditional individual Retirement arrangement (IRA) and 401(k), and Congress recently tried to accelerate and increase that tax bill. That’s why, following enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, many IRA and 401(k) owners need to revamp their estate planning strategies. As I’ve reported, […]
Two Reasons to Reconsider Estate Planning Gifts
Two factors make this an especially important year to carefully reconsider the role of gifts in your estate plan. Many of you will find you should make more gifts than initially planned. One factor is the calendar. The cur-rent estate and gift tax benefits might not be with us for long. This is a presidential […]
Bob’s Journal for 2/20
The bond bull market is back, at least for a while. Every time it appears that low market interest rates are in the past, something happens to cause rates to decline. Just a few months ago, central bankers around the world made it clear that they were more worried about deflation and recession than about […]
Important Changes in IRAs and Other Retirement Planning Strategies You Must Know
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 2/13/20
Some Notable Events That Grabbed My Attention This Week Morningstar’s mutual fund service finally started analyst coverage of WCM Focused International Growth (WCMRX). The service is late to the party, and that’s common with many investment consultants, rating services and other investment aids. I’ve been recommending WCMRX off and on for years, and it’s been […]
“3 Ways the Government is Coming For Your Money & How to Protect Yourself” Conference Call 02/12/20
Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself. Click on the image below to listen to the conference call.
“3 Ways the Government is Coming For Your Money & how to Protect Yourself” Conference Call 02/12/20
Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself . Click on the image below to listen to the conference call. To Learn More About the Lifetime Retirement Protection Program, Click Here Now.
Bob’s Journal for 2/6
The United Kingdom’s 47-year-long membership in the European Union (EU) ended last week. The separation, commonly called Brexit, was mostly uneventful. While there was no economic calamity or social upheaval, that’s partly because the Brexit process isn’t over. The deal that was negotiated between the United Kingdom (U.K.) and the EU in 2019 allowed many […]
