Retirement Watch Weekly
The SECURE Act 2.0 Could Change Your Retirement Plans
Significant changes in retirement planning were made in the last days of 2022 with the enactment of the 4,155-page Consolidated Appropriations Act (CCA). Most of the CCA appropriates an estimated $1.7 trillion to various government departments. But Division T of the CCA is the SECURE Act 2.0, a 358-page compilation of more than 100 provisions […]
Where to Find Hidden Estate Planning Opportunities for 2023
Opportunities to increase family after-tax wealth arise throughout the year but often are unnoticed. Estate planning should be viewed as more than an obligation to be undertaken as infrequently as possible. It is a continuing exercise that’s rife with the potential to protect assets, reduce income taxes, simplify personal finances and more. The opportunities jump […]
Bob’s Journal for 1/19/22
China’s Shrinking Population Affects the Global Economy and Markets IMPORTANT ANNOUNCEMENT: We are having our Eagle Virtual Trading Event on Thursday, Jan. 19. If you haven’t signed up for this yet, there’s still time. Just click here now to sign up for free. Believe me, you won’t want to miss this online event — as we bring together […]
How to Customize Annuities To Maximize Your Retirement Income
Higher interest rates are making annuities more popular than ever, but misunderstandings keep many people from taking advantage of annuities. Insurers have been dealing with waves of applications as yields on multi-year guaranteed annuities (MYGAs) leapt to 3%, 4% and then above 5%. Let’s look at the misunderstandings that keep people from the benefits of […]
The Coming Retirement Squeeze: Why the Mid-2020s Could Be a Tough Time for Many Retirees and Pre-Retirees
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 1/12/22
Negative Yields Are Almost Gone IMPORTANT ANNOUNCEMENT: We are having our Eagle Virtual Trading Event on Thursday, Jan. 19. If you haven’t signed up for this yet, there’s still time. Just click here now to sign up for free. Believe me, you won’t want to miss this online event — as we bring together all of Eagle’s investment […]
The ‘Back Door’ Roth IRA Strategies Still Work
A little more than a year ago, there was an aggressive effort in Congress to eliminate “back door” Roth IRA strategies. The effort failed. The back door Roth IRA strategies remain available to create a future stream of tax-free gains and income. A back door Roth IRA strategy is necessary in two situations, and there […]
Bob’s Journal for 1/5/22
The Year Cash Stopped Being Trash The Federal Reserve finally stopped supporting the prices of financial assets in 2022, and investors who didn’t recognize the policy change paid a price. Few investment assets had positive returns in 2022. Treasury bonds, often considered among the most conservative investments, had perhaps their worst year ever. The long-term […]
