Retirement Articles
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Bob’s Journal for 12/15/22
Some Notable Events That Grabbed My Attention This Week In the December issue of Retirement Watch I emailed you last month, I mentioned that a new digital version of the “To My Heirs” report would be available. I’m pleased to announce the links to this new estate organization spreadsheet are ready. If you’re interested in […]
Bob’s Journal for 12/8/22
How FTX’s Leader Telegraphed Its Fall There’s a lot we don’t know about cryptocurrency broker FTX and its collapse. But we do know a few key things and one, in particular, indicates failure was very likely at some point. FTX founder Sam Bankman-Fried was an extreme risk taker. He took more risk than probably anyone […]
The Fed Isn’t Finished
Inflation probably peaked for this cycle, but the Federal Reserve still has a lot of work to do. Investors already fooled themselves a couple of times in 2022 by concluding prematurely that the Fed was done tightening monetary policy and soon would adopt a looser one. Investors became enthusiastic again in November after the Consum- […]
How to Raise Cash in a Hurry Without Selling Investments
You might be able to raise cash quickly and easily without going to a bank, completing a lot of forms and paying fees. The interest rate might be lower, too. Sometimes an unexpected expense or opportunity arises, and you must choose how to raise the cash. You could dip into cash reserves. But the expense […]
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Five Most Common Ways Retirement Plans Fall Apart
It doesn’t take much to send a solid retirement plan off the rails. Fortunately, the likely causes of retirement failures are well-known and often avoidable. Helping too much. People often dip too far into their retirement funds to help loved ones. Many parents don’t like to turn down requests for help or see their children […]
How to Identify States That Really Are Retiree Tax Havens
Lower state and local taxes are major motivations for many Americans who move to different states. But some of them will be surprised because they didn’t fully analyze the state taxes. Taxes are one of the largest retirement expenses, especially when all types of federal, state and local taxes are added. Before moving, consider all […]
Know When an IRA Conversion Is Most Likely to Pay Off
Near the end of the year, many people consider whether to convert a traditional IRA to a Roth IRA. IRA owners should look through- out the year for good opportunities to convert all or part of an IRA, but interest seems to increase at year’s end. Many variables determine whether a conversion will pay off […]
Eight Beneficiary Designation Mistakes to Avoid
Beneficiary designation mistakes are among the most frequent causes of estate and retirement plan problems, yet they are easy to avoid. The beneficiary designation, not your will or living trust, decides who inher- its retirement plans, such as IRAs and 401(k)s, and some other assets. Too of- ten, someone has a well-written will and living […]
