Retirement Articles
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How To Make Your Home Equity a Retirement Asset
The residence usually is one of the most valuable assets retirees own. It also is one of the worst-managed assets. Few people realize the home can be used to increase retirement cash flow or know how to do so efficiently. In the past issues of Retirement Watch, we’ve gone over reverse mortgages and issues related […]
To My Heirs: A Book of Final Wishes and Instructions
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Keep Your Nest Egg Safe from the IRS Money Grab
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All the Ways You Can (Legally) Avoid Probate
Avoiding probate often is a major estate planning goal, but most people don’t learn all the strategies available. In probate, a deceased person’s estate is administered and distributed according to state and local law. The process ensures debts are paid and legal title to assets passes as the decedent wanted, or according to state law […]
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17 Record Highs in 50 Trading Days
The S&P 500 set 17 record closing highs in the first 50 trading days of 2024 through March 13, according to Bespoke Investment Group. That’s the most record highs to start a year since the 20 in 1998. Here’s another bit of investment trivia: There have been only five years since 1953 that record highs […]
The Four Ways You Can Make Tax-Free Gifts
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
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
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