Retirement Articles
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Which States Will Tax Your Income? New Court Case Helps Taxpayers
One long-term consequence of the pandemic is an increase in disputes over which states can tax a person’s income. The pandemic made some state tax departments more aggressive as they became more concerned about losing tax revenue previously paid by remote workers and retirees who moved out of state. A recent case in New York […]
5 Reasons to Reconsider Converting a Traditional IRA or 401(k) to a Roth IRA
An IRA or 401(k) conversion isn’t a one-time decision. The decision needs to be reconsidered during the year as circumstances change. The market volatility of 2022 should cause you to review conversion decisions, no matter what your decision was earlier in the year. The factors discussed in this article might cause you to do a […]
What Readers Want to Know: Questions from My Email Inbox
A unique feature of Retirement Watch is readers can email questions directly to me. I read all the emails I receive and respond to each as best I can. Questions often inspire articles in the newsletter. In this issue, I answer recent questions that I believe are of general interest but don’t require a full […]
What You Need to Know About RMDs in 2022 (Required Min. Distributions)
******************************************** Special Announcement from the Publisher I am thrilled to announce the launch of our Eagle Investing Network YouTube Channel. You’ll find lots of great videos to help you navigate the markets and become a better investor. Click here now to check it out — and be sure to subscribe so you don’t miss any […]
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Some Notable Events That Grabbed My Attention This Week
Big Announcement: My next book is at the publisher being prepared for publication. You can make a pre-publication order or review the book by clicking here and here, respectively. More of Retirees’ Social Security Benefits Pay for Medical Expenses As you know, Medicare isn’t free and doesn’t cover all retirement medical expenses. A good retirement […]
The Key Differences Between Roth IRAs and Roth 401(k)s & Why They Matter
Many employers now offer Roth versions of their 401(k) plans. Though many people believe Roth IRAs and Roth 401(k)s (known formally as designated Roth 401(k) plans) are identical, there are important differences between the two types of retirement plans. You likely already know the basic differences between Roth-type accounts and traditional IRAs and 401(k)s. In […]
Bob’s Journal for 8/18/22
New Law to Reduce Seniors’ Prescription Drug Costs There are several provisions in the newly enacted Inflation Reduction Act that are designed to reduce the out-of-pocket costs of Medicare beneficiaries. The biggest change for most beneficiaries takes effect January 1, 2024. You might be familiar with the coverage gap, or doughnut hole, in Part D […]
How to Set Up Future Guaranteed Lifetime Income Today
Who wouldn’t want the financial security that comes with Guaranteed Lifetime Income? What many people don’t realize is that today you can set up guaranteed lifetime income… to begin in the future. When retirees have guaranteed lifetime income, they safely spend more money and don’t worry about running out of money during retirement. When you […]
