Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Bob's Blog on Retirement & Beyond

Is Insider Trading Widespread?

February 14, 2018

This article doesn’t rely on prosecutions of insider trading. Instead, it reviews a number of studies that used other methods to try to identify how widespread insider trading is. Instead of trying to identify specific offenders, the research looked for signals in market and trading data that some people knew about events before they were […]

Recovering Those Extended Tax Benefits

February 13, 2018

Last week’s budget deal between the President and Congress also extended a number of tax breaks that expired at the end of 2016. These breaks affect some homeowners, students, teachers, and those who purchased some energy-efficient home improvements. This article explains what you should do if you’re eligible for those tax breaks but already filed […]

The Budget Deal and Your Medicare Benefits

February 13, 2018

Last week the President and Congress agreed to a two-year budget and spending agreement. Most of the reporting focused on the total value of the dollar and how it affects the politically-charged spending items, there were important Medicare changes. As this article explains. The bill includes other changes to Medicare, including relief for seniors in […]

The Case Against Big Tech

February 13, 2018

If you’re an investor in Amazon, Facebook, Alphabet, and a few other big tech companies, you should be following the arguments to break up those companies or regulate them in some way. (If you invest in index funds, these companies are a significant part of your portfolio.) This is one article making the case for […]

Back Door Roth IRAs Allowed

February 12, 2018

Upper income taxpayers aren’t allowed to make contributions to Roth IRAs. But they can do conversions to Roth IRAs. For years, tax advisors have said upper income taxpayers should consider the back door Roth IRA. Make a nondeductible contribution to a traditional IRA, and then convert that to a Roth IRA. Some argued that the […]

Resolutions for Those 50 and Older

February 12, 2018

New Year’s resolutions usually aren’t kept. Most people don’t know how to make life changes that will endure. Here’s some good advice for people in their fifties and older. It gives good ideas on the type of changes to consider and how to keep those promises to yourself. But we should resolve to examine critically […]

Tax Breaks Revived in Budget Deal

February 12, 2018

Congress passed a deal Friday that put a budget and spending plan in place. Included in that deal were extensions of some tax breaks that had expired at the end of 2016. Here are the highlights. In the massive budget deal passed early this morning, Congress has bestowed surprise tax breaks on homeowners, students and […]

Light Posting this Week

February 5, 2018

I’m appearing at the MoneyShow Orlando this week, so I’m not likely to post as much as usual. Admissions is free. It’ll be February 8-11, 2018. Click here for details. […]

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