Retirement Articles
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Living to 120
There isn’t a special vitamin or other single things you can do to extend longevity. But a Longevity Science Panel in the U.K., a group of scientists and other experts, has been reviewing the studies and literature. They’ve reached a conclusion about the steps people need to take to increase their longevity. They also believe […]
Update on Long-Term Care Insurance
Things have calmed down the last couple of years in long-term care insurance. Back then, insurers were busy substantially increasing premiums on existing policies, and many exited the market. The latest news is that the largest LTC insurer announced a large charge against earnings because it still has problems with LTCI despite premium increases. This […]
Beware of Finance Studies on How to Beat the Stock Market
You probably need a subscription to Barron’s to read this. It’s a good one. It’s a summary of an academic study of academic studies on ways to beat the markets. The results are disturbing. The authors concluded that about half the studies simply are false. I’ve seen similar (and worse) assessments of the published literature […]
How to Review Your Estate Planning Essentials
You need a complete, up-to-date estate plan now more than ever, regardless of the value of your estate. Estate Planning never was all about taxes, though people thought it was back when estate taxes clipped many estates. Because few estates will face a federal tax burden, we can focus on the real issues of estate […]
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Analyzing the New Money Market Fund Rules
The Securities and Exchange Commission revised the rules for money market funds earlier in 2014, making the first substantive overhaul of the funds in decades. Investors need to understand the rules and consider if they want to make changes to where they cash is held after the rules are effective. The first thing to know […]
November 2014
November 26, 2014 03:00 p.m. Your Retirement Finance Week in Review Happy Thanksgiving to each of you. Since there isn’t going to be significant data reported Friday and markets will close early on Friday. I’m doing the weekly summary on Wednesday. A lot of data was reported in this holiday-shortened week. Markets took a break […]
Beating the Retiree Tax Surprise
The granddaddy of all the stealth taxes continues to thrive, snaring more taxpayers each year. Though designed to hit only the wealthiest taxpayers, it now is imposed on many others, and its prime payers often are those in or near retirement. The Alternative Minimum Tax (AMT) essentially is a second tax system. You compute your […]
The Smart, Easy Way of Charitable Giving
Two refrains are quite common among taxpayers as the year draws toward its close. One, of course, is the inquiry for deductions and other strategies that will reduce their tax bills before the end of the year. The second refrain is to ask which charities should receive contributions for the year. There’s a tax planning […]
