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Retirement Articles

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estate planning

The Four Ways You Can Make Tax-Free Gifts

March 17, 2024

Gift giving is an essential strategy in many estate plans. When done properly, gifts reduce lifetime income taxes and reduce or eliminate estate and gift taxes. Through gifts, you help loved ones today, and see the benefits of that help, instead of having them wait to inherit. To optimize gifts, know how to minimize gift […]

The Tax Traps in Delaying IRA Distributions

March 3, 2024

Congress expanded a tax trap for many owners of traditional IRA and 401(k) accounts when the SECURE Act 2.0 was enacted in December 2022. The law delayed the starting age for required minimum distributions (RMDs) to age 73, effective January 1, 2023. The starting age will jump to 75 effective January 1, 2033. If you […]

The Truth about Annuities — And How to Make Them a Lifelong Stream of Income

March 1, 2024

Click the PDF below for immediate access. […]

Gimme Shelter: Hidden Real Estate Tax Bombs to Avoid

March 1, 2024

For many pre-retirees and retirees, the equity in their homes is often one of their largest retirement assets.  This Special Report reveals some little-known strategies to avoid or reduce hefty capital gains taxes. Click on the PDF below to learn more. […]

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Cashing in on Congress’ $350,000 Retirement Shocker

March 1, 2024

To read the Special Report, please click the PDF below. […]

How to Insure Your Way to a Rock-Solid Retirement

February 1, 2024

The insurance decisions during and near retirement are some of the most important and complicated in your lifetime.  Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]

Retirement Know-How: How to Get the Most from Your Retirement

January 31, 2024

Click the PDF below to read this Special Report. […]

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