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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 […]
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 […]
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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. […]
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
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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. […]
Click the PDF below to read this Special Report. […]
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