Retirement Watch Weekly
Few Changes for Estate Planning, IRAs in New Tax Law
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. […]
The 2017 Tax Reform Law and Your Retirement Finances
Let’s start this issue with the important individual income tax changes you need to know in the Tax Cuts and Jobs Act of 2017, which was signed into law in late December. The estate planning and IRA changes are in another article in this issue. Most of the individual income tax changes are in effect […]
6 Misunderstood IRA Rules and Strategies
IRAs aren’t the simple vehicles they seemed when they were new. What’s more, Baby Boomers have reached the stages of life when the rules are more complicated and full of pitfalls. Here’s a guide to the top questions my readers are asking about IRAs, and mistakes many are making. Required minimum distribution mistake #1. Most […]
The Yield Curve Warning Sign
There is a lot of misunderstanding about a key indicator of the economy and markets. The yield curve is attracting more and more attention. Most of the analysts drawing attention to the yield curve say it is giving or about to give a big warning to investors. I think they’re misreading the yield curve and […]
The Outlook for Bond Investing
Interest rates reached their recent lows in July 2016 in the U.S. This article explains the bearish case for bonds. It points out that with the Fed reducing its purchases there don’t seem to be enough buyers to make up the difference. Plus, there probably are going to be more bonds issued in coming years […]
Do People Understand Their Retirement Preparedness?
This study says that fewer than 60% of households have a realistic idea about how well they are prepared for retirement. Perhaps more importantly, about 20% think they are well-prepare for retirement when they really aren’t. The real danger in terms of misperceptions is being in the “not worried enough” group. The key drivers here […]
Navigating the Great Transition: Investment and Economic Year-End 2017 Review
Click the arrow above to begin the presentation. Please make sure your speakers are turned up. We’re entering a period with higher than usual uncertainty for investors. The economy and most investments have been supported by extraordinary measures from central banks since 2009. These policies kept interest rates near zero. Now, though, we’re in the […]
Aging in Place: 3 More Ways to “Future-Proof” Your Senior Home
“Aging in place” is a phrase associated with older Americans who wish to stay in their homes for as long as they’re able to. And according to an AARP 2015 survey, nearly 90% of respondents indicated a desire to do exactly that. Yet hardly anyone has developed a plan for how. Until now… Last week, […]
