Retirement Watch Weekly
Shrewd Strategies for Shifting Ownership of a Small Business
One of the more difficult estate planning problems is transferring a small business in a way that maximizes after-tax value. Unfortunately, many business owners don’t handle the transition well. Planning for a small business transition should begin at least five years before the transition might occur. You should take the key steps that make a […]
Roth IRAs Are Compelling Estate Planning Tools
Roth IRAs can be powerful additions to your estate plan, regardless of your age. Most people focus only on lifetime income taxes when discussing roth iras. Roth IRAs can be powerful tools that help meet your Estate Planning goals, leaving your heirs with more after-tax wealth. An IRA will be included in your estate whether […]
How To Protect Your Social Security Benefits from Identity Theft
Identity theft continues to grow, and your Social Security benefits are a favorite target of the identity thieves. After the thieves obtain your Social Security number and other personal information, they apply for benefits in your name (if you aren’t already receiving benefits)… and then have the money deposited in their own accounts. If you’re […]
Bob’s Journal for 4/18/19
The interest rate changes of the last few years tell an interesting story and provide lessons for later in 2019. One reason stocks and bonds appreciated following the financial crisis and especially from 2016-2018 is that the Fed tightened monetary policy much less than investors expected. After years of the Fed doing less than expected, […]
“3 Ways to Get A Retirement Raise” Conference Call 04/17/19
Welcome to my first subscriber conference call: 3 Ways to Get A Retirement Raise. AGENDA: “Ask Bob Anything”: Live Q&A 3 new ideas for growing your retirement nest egg and giving yourself the “raise” you deserve The upcoming law that attacks a key, longstanding retirement strategy: Bob explains major new changes making their way through […]
“3 Ways to Get A Retirement Raise” Conference Call 04/17/19
I sat down with my subscribers for a conversation on, 3 Ways to Get A Retirement Raise. Click on my image below to listen to the conference call.
The Estimated Tax Trap: 3 Safe Harbors to Avoid Tax Penalties
In Part 1 of this article, we discussed how a growing number of retirees are getting “snagged” in the estimated tax trap. Now let’s review 3 safe harbor ways to avoid tax penalties: Pay at least 90% of the current year’s tax liability through timely estimated tax payments; Pay at least 100% of last year’s total […]
Closing the Retiree Tax Gap: How to Boost Your Income by Paying Less to the IRS
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. […]
