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

Retirement Articles

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IRA Mistakes & Opportunities [Case Studies]

October 20, 2017

Individual retirement accounts (IRAs) become more complicated as balances increase and distributions are taken. It’s good to know some key rules so you won’t trigger additional taxes and penalties or miss some grand opportunities you didn’t know were available. Examples of people making IRA mistakes come my way almost every day in court cases, IRS […]

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7 Ways to Compare Long-Term Care Insurance

October 13, 2017

I’ve found that long-term care is, without question, one of the most difficult aspects to handle in retirement planning. In Part 1 of our LTC piece last week, we covered some of the basics of long-term care, such as costs, elimination periods, and types of payouts. In today’s story, we’ll “cut through the sales talk” […]

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Solutions to Retirement’s Long-Term Care Question

October 6, 2017

Long-term care expenses are one of the great retirement fears. For many people, the cost and uncertainty of long-term care are only one reason for the anxiety. Even more anxiety is triggered by trying to sort through the options to fund potential long-term care expenses. Comparing the choices baffles even many financially savvy people and […]

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How to Build a Firewall Against Financial Scams & Abuse: 5 Action Steps

September 28, 2017

Everyone knows it’s older Americans who are the most likely targets and victims of financial abuse and scams. But it’s not just older people who fall victim. The crooks look for vulnerable people. By the time you’re vulnerable, it’s often too late to create real protection. Take action now, so that in the future you […]

The 6 Biggest Risks to your Retirement

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 with. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here for free access.

how-to-navigate-the-kiddie-tax

How to Navigate the “Kiddie Tax”

September 22, 2017

Shifting assets and income to your children and grandchildren can provide many benefits, including tax benefits. That’s why Congress set up hurdles to keep you from enjoying all the potential tax benefits. When planning gifts of investments to your loved ones, be aware of the Kiddie Tax. This tax was created in 1986 to reduce […]

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How to Create an Estate Planning Strategy in 8 Steps

September 15, 2017

Last week, we began our 8-point estate planning checklist, including how to handle your will, and avoiding probate. Today we’ll complete the checklist, starting with… Powers of attorney. You need these documents before you have a will, because you’re likely to become disabled or need help managing affairs before you pass away. There are two […]

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Should You Put Your Estate Planning Strategy On Hold? (8-Point Checklist)

September 8, 2017

Tax reform proposals are slowly being developed in Congress, including changes in the estate tax. People are asking, “Should I delay my estate planning until the new law is clear?” We’ve been down this road before, and the answer is: You shouldn’t delay. Congress is looking at changing only the federal estate and gift taxes, […]

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How to Protect Your IRA from Creditors

September 1, 2017

How safe is your IRA? Your assets could be at risk… from several directions. There is always the potential for a downturn that reduces cash flow from your job, business, or investments. Creditors could then seek payment from your personal assets. Lawsuits are another risk. Some occupations, such as being a doctor, carry high risks […]

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