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Retirement Articles

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IRA Pitfalls, Mistakes and Opportunities

September 1, 2017

Individual retirement accounts (IRAs) become more complicated as balances increase and distributions are taken. It is important to understand 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, […]

Power of Attorney vs. Living Trust

September 1, 2017

Which is the best way to protect your assets, smooth the transition of your estate and make life easier for you and your heirs: the Power of Attorney or a revocable Living Trust? Most estate plans need both a power of attorney and revocable living trust. The real issue is which should cover the bulk of your assets? Over the years, I’ve heard from […]

Hurricane Harvey and the Economy

August 31, 2017

First, I’d like you to know there’s a little time left to make my book an award winner. The revised edition of “The New Rules of Retirement” is nominated for Best Retirement Book by Senior Homes. The highest online vote-getter will be the winner, and right now I’m in third place and need additional votes. […]

Nursing Home Care: Your Kids and Your Long-Term Care

August 30, 2017

This article has a lot of interesting data about nursing home care. It explains how long people are likely to need a nursing home stay and how much it could cost. It also makes the interesting point that elderly people with adult children are likely to need less long-term care than others. You can use […]


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.

Portfolio Allocation and Bonds in a Low-Yield World

August 30, 2017

The investment firm AQR recently produced a paper discussing how to allocate portfolios in a world of zero interest rates. In particular, they asked whether bonds have a role in a portfolio when interest rates are near zero. Their answer is bonds do have a role, but it is a narrower one than in the […]

Less Expensive Hearing Aids Coming

August 29, 2017

Many people put up with poor hearing because obtaining hearing aids is too expensive and difficult. That’s largely because of regulations. As this article points out, that’s about to change. (Subscription might be required.) Congress directed the Food and Drug Administration to rewrite its regulations so that people can obtain hearing aids without a prescription […]

The Impact of Vanguard and other Index Funds on REIT Investing

August 28, 2017

Vanguard’s had a large fund invested exclusively in an index of real estate stocks. Recently, real estate stocks were added as a separate sector to the S&P 500, boosting their share of the index. The result is that the various Vanguard funds are now the largest shareholders in most real estate investment trusts in the […]


Should You Opt for Social Security Lump Sum Retirement Benefits?

August 25, 2017

Do you know there’s an option to receive up to six months of benefits in a lump sum when initiating Social Security retirement benefits? Not many people do, until they apply for benefits. While a nice option, too many people are surprised by it, and don’t receive the benefit package that’s best for them because […]

April 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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