You searched for will
Found 2766 Articles.
Get access to 3178 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
The Benefits of Hiring Your Spouse
The solution to your health insurance problems can be very simple and can give you an IRS-approved tax break. The strategy also can generate several additional tax advantages. This solution, which I have recommended for years, is to hire your spouse to work in your business. As part of the business’s benefit plans, you offer […]
How To Multiply Gifts And Write Offs
You can get major tax benefits by making a charitable contribution now instead of through your will. And you can do that without crimping your standard of living. Even better, with a little creativity, you can leverage that tax deduction into a charitable contribution that far exceeds your cost. Here’s how it works. You have […]
Best Ways To Pay For Extended Long Term Care
One of the most stressful and difficult financial decisions is planning for possible long term health care expenses. Individuals of all ages struggle over how to provide for the possibility of significant long-term health care costs. Should they buy long-term care insurance? If so, how should they pay for it? Are there other options? Nursing […]
Secrets Of Effective Gift-Giving
To paraphrase Archie Bunker, from a holiday episode of “All In The Family,” the gift-giving season is at our throats again. Gifts are a great estate planning tool, because they get property out of your estate and to your heirs ? and the gifts can avoid taxes. Let’s look at ways to ensure these gifts […]
SUBSCRIBE TO RETIREMENT WATCH
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.
Strategies to Protect Your Estate Plan
What’s the biggest problem with most estate plans? Often it is not taxes or cash flow. Many times the biggest problem is the trustee or executor that was appointed to carry out the estate plan. Trusts usually are a key part of the estate plan. How the trustee administers the trust determines the quality of […]
Best Variable Annuity Strategies
Investors continue to pour money into variable annuities, many for the wrong reasons. It’s easy to understand why. Variable annuities are complicated. They also pay high commissions, encouraging strong sales efforts. Perhaps that is why about 14% of IRA-owners have all or part of their IRAs in variable annuities. Or why 11% of variable annuities […]
How to Make the Nest Egg Last?
What return or yield do you need to make your nest egg last? How much can you safely withdraw from your retirement fund? Those are the key questions of retirement, because no one wants to run out of money. More people are asking these questions since interest rates settled near their lowest levels in decades […]
How to Beat High Mutual Fund Taxes
Mutual fund investors have both the tax law and the markets working against them this year. On top of mediocre returns, many funds are making very high taxable distributions to shareholders. That cuts into your after-tax return. But you can beat this double whammy and walk away with much of your hard-earned gains intact. The […]
