Retirement Watch Weekly
Don’t Leave Money on the Table
Secrets to Boosting Social Security Benefits Find hidden cash in the most neglected and misunderstood retirement asset Americans are more concerned than ever about their retirement income. Fortunately, you already have a guaranteed, inflation-protected asset that can be managed to increase your retirement income – if you know a few shrewd moves. Read More… […]
Checklist: Establish a New Domicile
Domicile is a technical legal term. But you need to learn the basics of it. Your income will be taxed by the state in which you are domiciled. The state of your domicile also will require your estate to be probated there and subject to its estate or inheritance taxes. Here are the major steps […]
How to Put Together Complete Estate Planning Documents and Strategies
Many people think they have estate plans but really don’t. I’m not talking about the many people who haven’t done any planning and don’t have even a basic will. I’m talking about people who have taken action on their estate plans and yet have plans that are woefully incomplete. There is more to a complete […]
Checklist: Income Tax Checklist
The simplest tax strategies often are the most effective, and they don’t cost much to implement. They also are the most forgotten and overlooked. But you have to implement them before the year ends. Consider these strategies. Pay IRA fees from a separate, taxable account. It makes a big difference in how much accumulates in […]
Don’t Let a Loved One Inherit an IRA Without a Copy of This Report
Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA Some of the costliest mistakes with IRAs are made after the accounts pass to the second generation of owners. Heirs often routinely lose a large percentage of their inherited IRAs to unnecessary taxes. It’s not really their fault. […]
Checklist: Variable Annuity Checklist
Should you consider making a Variable Annuity part of your portfolio? This checklist will help you decide. Be sure you have maximized contributions to IRAs, Roth IRAs, 401(k) plans, and other retirement plans. If your investment strategy is to buy and hold for a long time stocks or mutual funds, consider investing through a taxable […]
You Can Lock in the Forgotten Feature of Most Retirement and Estate Plans
To My Heirs: A Book of Final Wishes and Instructions My Two-in-One Workbook All plans need it. Few plans have it. Yours can have it now. Change can be an opportunity. Or it can lead to hardship. The difference often depends on how well you and your loved ones adapt and adjust. You know big […]
Investing Your IRA in Gold, Real Estate, and More
IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments Which assets are allowed, and which aren’t You’re supposed to diversify your investment portfolio. You want to protect it from bear markets, inflation, deflation, and more. What many IRA investors don’t know is Congress and the IRS built obstacles on […]
