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Much has changed in the markets in the last 18 months, and those changes have altered the world of discount and mutual fund brokers. Some brokers have disappeared or merged. At many brokers, you’ll find higher minimum investments, higher costs, or restrictions on investing. But not all the news is bad. More funds are available […]
Section 529 college savings plans are the best way for most people to save and pay for the education of a child or grandchild. But which plan should you use? The number of plans available has exploded. Most states (34) allow residents of any state to invest in their plans, and they allow distributions to […]
You don’t need cash to put a sizeable tax deduction on this year’s tax return. If you have some appreciated assets, you have a way to keep the taxman at bay. The best assets to use are your first or second home and securities, such as stocks or mutual funds. Pick the proper strategy and […]
Things will be looking up for many of our individual stock picks. In September 2000 I recommended a portfolio of individual stocks for readers who wanted to branch out from mutual funds. These are long-term investments, but it was not an auspicious time to start a stock portfolio. Now it is time to make a […]
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.
I have an UGMA account for my grandchild (or child). Can I (or should I) switch to a college savings plan or a trust? I regularly get variations of that question. A Uniform Gift to Minors Act (UGMA) account is the traditional vehicle to save and invest for a youngster. (It’s UTMA in some states.) […]
Year-end tax planning is special this year. The new tax law, the market downturn, and other factors provide some unique opportunities and traps. With the right moves in the next few months you can substantially reduce taxes this year and in coming years. The wrong moves, or failure to act, can cost you. The math […]
Are you being nickled-and-dimed to death? With investment returns down, watching expenses is as important as investing for income and capital gains. My forecast is that we are entering an era when 6% to 12% stock market returns are more likely than the 18% annual returns of the bull market. To meet your wealth accumulation […]
Note: These regulations were updated ago about a year after this article. Please see the article in the June 2002 Grandkid’s Watch for an update on the final regulations. Click here. An important decision faces many of you. Make it carefully and the odds are greatly reduced that between estate taxes and income taxes the […]
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