Retirement Watch Weekly
Bob’s Journal 6/26
Social Security Retirement Trust Fund Continues Toward Insolvency The Social Security trust funds have $2.72 trillion in assets, but they’re likely to run out of money in less than 10 years, according to the 2025 annual report from the Trustees of Social Security and Medicare. The Social Security system has two trust funds. The major […]
Bob’s Journal 6/19
The Mega-Cap Stocks Are Breaking Up The stocks with the largest capitalizations were highly correlated with each other for a long time, but that hasn’t been the case in 2025. The stocks with capitalizations of more than one trillion dollars generally are known as mega-cap stocks. Currently, there are nine such stocks: Microsoft (MSFT), Nvidia […]
The Headwinds to Growth Increase
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. […]
7 Points (At Least) to Review on Last Year’s Income Tax Return
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. […]
SECURE Act 2.0 Revised Some Rules on Annuities and RMDs
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. […]
Fact and Fiction About Gold IRAs
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. […]
Know When You Should File a Gift Tax Return
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. […]
Know The Four Ways to Make Tax-Free Gifts
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. […]
