Retirement Watch Weekly
Key Year-End Issues for IRAs and 401(k)s
Retirement plans are in the news a lot these days, and it’s more important than usual this year for many owners of IRAs and other retirement plan accounts to focus on year-end strategies. Congress is considering raising income tax rates and eliminating many long-time retirement planning strategies. You need to consider the potential changes in […]
How to Transfer More Than Money to Future Generations
The COVID-19 pandemic caused many people to re-assess their values and priorities. This accelerated a trend in which people wonder if there is something more than money and property they can leave when putting together their estate plans. You can leave more than money and property, and more and more people are adding this element […]
Maximize the Power of the Living Trust
Each year, I become more impressed by the importance of having a living trust as a key element of an estate plan and of properly setting up the trust. A living trust has two significant benefits. The first benefit is that assets owned by the trust avoid probate. Probate is a process under state law […]
Bob’s Journal for 11/25/21
House Approves ‘Build Back Better’ Bill With Retirement, Tax Changes The House of Representatives finally approved the much-discussed $2+ trillion-dollar spending package last week. Before you take any action, however, remember that the bill must be approved by the Senate. The Senate is likely to make changes. After that, either the House must approve the […]
Are You Using the Wrong Tax Rate in Your Retirement Planning?
[Publisher Note: You’ll notice at the end of today’s story a link – and a very important one, at that. On this page is a special rebroadcast of Monday’s Retirement Watch member conference call… in which Bob and special guest David Phillips predict what Congress will do in 2022 and what it could mean for […]
Bob’s Journal For 11/18
Medicare Premiums Increase for 2022 Higher inflation and other factors are increasing the cost of Medicare, the Centers for Medicare and Medicaid (CMS) said last week when it released the inflation adjustments for 2022. The standard Medicare Part B monthly premium will increase to $170.10 in 2022 from $148.50 in 2021, a $21.60 increase. The […]
“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21
Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21
Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
