Retirement Watch Weekly
What Your Smartphone, Email and Other Digital Assets Mean for Your Estate Plan
A few small oversights in an estate plan can cause your surviving spouse or adult children to say harsh things about you, think worse things, and diminish your legacy. I’ve witnessed this multiple times. In recent years, digital assets usually are the cause. Fortunately, it’s preventable with a relatively modest amount of time and effort. […]
Bob’s Journal for 12/7
Treasury Bonds and Federal Debt: A 20-Year Warning The financial markets can’t sustain more than 20 years of the currently projected deficits and interest rates, according to the Penn-Wharton Budget Model from the University of Pennsylvania’s Wharton School. The model is used to estimate what the effects might be on the federal fiscal picture of […]
Estate Planning for the Growing ‘Unmarried Population’
In last week’s edition of Retirement Watch Weekly, I presented Estate Planning for “Modern Families.” There’s a lot more ground to cover, so let’s dive right back in – starting with estate tax implications for single people. Under the estate and gift tax, singles do not have the advantage of the marital deduction. An unmarried […]
The End Game, The Lags, The Gap, The Fade and More: Investment and Economic Review
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
Bob’s Journal for 11/30
How to Capture the Benefits of Year-End QCDs A qualified charitable distribution (QCD) from a traditional IRA often is the best way for someone over age 70½ to make charitable contributions. You have until Dec. 31 to nail down the benefits of the QCD for this year, but you want to avoid some key mistakes. […]
Bob’s Journal for 11/23
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. […]
Bob’s Journal for 11/16
Estate, Gift Tax Exemption Increases, Other Tax Benefits Boosted for 2024 Inflation increased the lifetime estate and gift tax exemption for 2024 as well as other tax benefits, the IRS announced last week. The lifetime estate and gift tax exemption will be $13.610 million in 2024, up from $12.920 million in 2023. Married couples can […]
Know the Changes in Long-Term Care and Develop Your Action Plan
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
