Retirement Watch Weekly
Contributing to Roth IRAs 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. […]
Don’t Forget To Shop Around for Medicare
Each year I encourage Medicare beneficiaries to use Open Season to shop around and compare the options in their plans. This article makes many of the same points. While Medicare plans are regulated, there still is a lot of difference between plans. You easily could spend twice as much for coverage as you need to, […]
The Risks of Using Investment Algorithms
The latest trend is to use algorithms to make as many decisions as possible. This article discusses the downsides of this approach, using Ray Dalio and Bridgewater Associates as examples. The article says algorithms aren’t as scientific and bias-free as their proponents would have use believe. I saw the ease with which seemingly pure data […]
Which States Are the “New Best” Retirement Tax Havens?
Taxes, especially when all types of taxes are added together, are one of the largest expenses of most retirees. State and local taxes are a big portion of the taxes paid, and many people don’t realize the total they’re paying in all those taxes. Of course, some states are considered high-tax states and others are […]
The Markets Since the Election
Last week marked the first year since the presidential election, so let’s look at what markets have done since Election Day. Of course, you know that U.S. stock indexes are sharply higher than a year ago. The major indexes each returned more than 20%, but the increase isn’t across the board for all indices. The […]
IRA Quick Reference Guide Offers Tips for Contributing to Roth IRAs
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. […]
The Biggest Retirement Fear of Most Americans
It’s the biggest retirement fear of most Americans, and it makes or breaks most retirement plans. But you don’t have to worry about long-term care expenses depleting your nest egg or taking your legacy from your family. After viewing the latest seminar in the Retirement Watch Spotlight Series, you’ll avoid the mistakes and misunderstandings that […]
After Tax Contributions to Traditional IRA
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. […]
