Retirement Watch Weekly
Payouts Increase for Charitable Gift Annuities
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Key Elements of Your Long Term Care Insurance Plan
In Part 1 of this article, I shared my thoughts on how to create a smart and effective long-term care plan, along with 3 key components that need to be considered in your long-term care plan. This week let’s continue the discussion with 4 more critical components of your long-term care plan. Long-term care insurance. […]
Multiplying the Money Available for Long-Term Care
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
7 IRA Strategies to Consider for Year’s-End 2018
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Avoid the Gift Tax Return Trap
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Social Security Benefits Increase for 2019
Social Security beneficiaries will receive the largest annual cost of living increase (COLA) since 2012. It’s all thanks to a higher Consumer Price Index and the Fed’s quantitative easing policy. The maximum amount of earnings subject to the Social Security tax will increase to $132,000. The earnings limits for workers under full retirement age also […]
Avoiding the Major Mistake Made with Most Trusts
Many people leave money on the table and holes in their estate plans when they use the traditional approach to creating and planning trusts. The traditional approach is to name one trustee to manage every-thing about the trust. Sometimes this is a professional trustee, such as a bank or trust company, but it also could […]
Medicare Premiums Rise For 2019
Medicare announced the premiums and other costs for 2019. There’s a modest increase in the standard Part B premium to $135.50 per month from $134.00. As income increases, so do Part B premiums under the Medicare Surtax, or IRMAA, provision. This is where it can get very expensive for very high earners. For 2019, there […]
