Retirement Watch Weekly
More Treasury Bonds on the Way
The Department of the Treasury issues bonds all the time, but it’s going to start issuing more bonds than in the past. The plans won’t be announced until January 31. But this article says that most market experts expect the issuance of treasury bonds to increase a lot. That’s not good timing, because the Federal […]
The Best Retirement Strategies?
A researcher at Stanford University decided to find the “best answers” to key retirement questions. He sought help from the Society of Actuaries and compared the results of 292 strategies. He looked at two questions: when should Social Security benefits begin and at what rate should other money be spent? Readers of Retirement Watch won’t […]
Naming IRA Beneficiaries
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
Congress Approved Back-Door Roth IRA
Roth IRA contributions are allowed only when adjusted gross income doesn’t exceed a certain level. (The income level doesn’t apply to conversions of traditional IRAs to roth iras.) In the back-door Roth IRA, someone with income above the Roth IRA limit makes a nondeductible contribution to a traditional IRA. Then, the IRA is converted to […]
How the New Tax Law Shakes Up Your Retirement Finances
The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and corporations. It also makes changes to numerous other exemptions, deductions, credits, and strategies. In this Retirement Watch Spotlight Series seminar Bob Carlson reviews in detail the key provisions of the law. You’ll learn about the changes to IRAs, estate taxes, investments, […]
A Warning About a New Financial and Stock Market Crisis
The veteran world economist who was among those who warned about trouble before the financial crisis is at it again. William White, formerly of the Bank of International Settlements, says he sees imbalances and extremes that are very similar to what was building up before 2007. He also says that central banks used up a […]
Introducing Potential IRA Tax Issues Q & A
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
Introducing Potential IRA Tax Issues
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
