Retirement Articles
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Avoid Unintentionally Disinheriting Your Spouse in your Wills and Trusts
Many people don’t realize it, but their wills leave nothing outright to their spouse. Before the current high federal exempt amount was established, a standard will stated that a portion of the estate equal to the federal exempt amount was left in a bypass trust or other trust that benefitted the surviving spouse for life […]
Knowing When to Convert an IRA
Too many people are told that because they are seasoned IRA owners, they’re too old to convert a traditional IRA to a Roth IRA. Converting a tradition-al IRA to a Roth IRA can be a good idea at any age, if the circumstances are right. Unfortunately, I still hear from too many people who were […]
Tips to Maximize Benefits of an IRA Conversion
There are some strategies that will increase the benefits of an IRA conversion or help you turn a conversion mistake into a benefit. Convert in stages. It can be expensive to convert all of a large IRA in one year. You might not have enough cash to pay the taxes, or the conversion could push […]
An Estate Planning Saga – Health Care Directives
Celebrities teach the best estate planning lessons. They make a lot of mistakes, and the people around them seem to have extreme reactions to everything. Plus, the details make their way into the media. A recent, tragic example is the last days of Casey Kasem. GQ documents the details. The lessons are that you should […]
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Perhaps the Most Important Investment Issue
Growth and productivity boomed since 1982 and really going back longer. This contributed to the boom in earnings and stock prices. Is that going to continue? This post for Philosophical Economics presents the history of the profit margin boom, attributing it primarily to technology and finance. He then presents both a bullish case (that the […]
Nursing Homes Control Patients Who Don't Pay
A nursing home has options if you are admitted to residence and can’t pay your bills or dispute some of them. The nursing home has the option of going to court and seeking guardianship over the resident. In New York especially the law is written to make it easy for nursing homes to be appointed […]
Stability in the Investment World
Ben Hunt manages money for institutional investor and writes a blog and other things intended primarily for institutional investors and hedge funds. Hunt’s latest essay explains how the novel Catch-22 relates to today’s investment world. It’s a bit wide-ranging but interesting and worth reading. Basically, Hunt believes investment markets are stable for now and for […]
The Latest in Healthy Diets
The latest research doesn’t have anything to do with the types of food you eat. Instead, it focuses on when you eat. One study found you should only eat in a 12-hour period during the day and fast the other 12 hours. The other study recommended fasting for 16 hours one day a week and […]
