Retirement Watch Weekly
This is the Year to Ensure Your Estate Plan Has Maximum Flexibility
Fellow Investor, If you have an estate valued at $3 million or higher… You’ll want to have more flexibility in your estate plan this year. That’s because the estate and gift tax law is likely to change soon. You should act now to avoid the worst effects of the new law. But your plan needs […]
Are There Required Minimum Distributions For Annuities?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The required minimum distribution rules apply to qualified annuities. A qualified annuity is […]
Bob’s Journal
Some Notable Events That Grabbed My Attention This Week The MoneyShow is back in person in Orlando, and I’ll be there. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. In addition to me, speakers include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navallier. Click here to register […]
Do 401(k)s Have Required Minimum Distributions (RMDs)?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of a qualified retirement plan. RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The rules apply to all qualified retirement plans, including traditional IRAs and 401(k)s. But the rules that […]
Are There Required Minimum Distributions For Annuities?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The required minimum distribution rules apply to qualified annuities. A qualified annuity is […]
Bonds and Income Investing in a 0% Interest Rate World
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 5/13/21
Some Notable Events That Grabbed My Attention This Week The MoneyShow is back in person in Orlando, and I’ll be there. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. Aside from me, speakers will include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navellier. Click here to […]
How to Calculate the Required Minimum Distribution (RMD)
In last week’s edition of Retirement Watch Weekly, I discussed the rules concerning who must take required minimum distributions (RMDs), when they must be taken. This week, I’ll cover how they are calculated, so let’s dive right in. The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax […]
