Retirement Watch Weekly
Legacy Planning & Your Estate Planning: Part 2
When it comes to legacy planning, it’s all about the details. Before deciding to make specific bequests or other gifts from your estate, consider these additional strategies discussed below. Beneficiary designations Bequests of cash or property from your estate often are not the most tax efficient way to make charitable gift. That’s especially true when appreciated […]
Rising Cost Of Retiree Health Care
Fidelity Investments is out with its latest annual estimate of retirement medical expenses. The latest study estimates the cost over the next 30 years for a married couple currently aged 65 at $280,000. That includes a wide range of out-of-pocket expenses, but doesn’t include long-term care and some other expenses. As this article points out, […]
The Hidden Tax That Snags More and More Retirees
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. […]
Avoiding the Pitfalls of Retirement Plan Rollovers
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. […]
More Scenarios When an IRA Conversion Makes Sense
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. […]
How Markets Respond to Monetary Policy
The Federal Reserve’s been tightening monetary policy since 2015, yet economic growth remains solid. The economy’s resilience after the Fed’s tightening is a mystery to a number of investors and analysts, but it shouldn’t be. It’s a normal part of the economic cycle. The federal funds rate has been increased six times since the Fed […]
How Big Is The Technology Stock Market Bubble?
Large technology company stocks have been leading the markets higher, and that’s creating some imbalances. In this article, an accounting professor argues that by key measures of valuation technology stocks currently are more highly valued than during the tech stock bubble of the late 1990s. He’s mostly concerned about the unicorns, the relatively new tech […]
Avoiding the Pitfalls of Retirement Plan Rollovers
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. […]
