Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Articles

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Return of the Dull Investor

Return Of The Dull Investor

September 1, 2000

One of the things I was taught when learning to fly a small plane is that the plane’s design and aerodynamics do most of the work. The pilot needs to make only small adjustments and inputs to keep flying smoothly and on course. There are many activities in which the less work you do, the […]

new-ways-to-invest-for-grandchildren

New Ways to Invest for Grandchildren

August 1, 2000

The market sent a message to grandparents the last few years. To ensure the success of your plan to leave the grandchildren wealth, heed this message. A time-honored practice when setting up an account or trust for grandchildren is to buy shares in one or a few favored companies, then leave them alone. The grandchildren […]

total-return-trust

The Modern Way To Give: The Total Return Trust

August 1, 2000

Too many trusts these days are set up the old-fashioned way. I see them all the time. The result is that all the beneficiaries of the trust are short-changed, and they often end up angry at each other, the trustee, and the grantor. A once-generous endowment eventually becomes a legacy of discontent. Suppose you want […]

estate planning

No-Tax, Low-Cost Way to Help a Grandchild

July 1, 2000

You don’t need to give away money or property to help the grandchildren. You can lend to the grandchildren and let them build something with the loan. Here’s one plan. Lend $50,000 to your grandchild for five years. The grandchild invests the money and earns 10% annually. At the end of five years, the grandchild […]

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avoid-this-1-retirement-mistake

Avoid This #1 Retirement Mistake

July 1, 2000

What’s the biggest mistake in retirement plans? From what I see, it is failing fully to factor inflation into their planning. Retirement these days often lasts 20 years or more. To be safe, you should plan on living to age 90. Over that time inflation can make a safe, comfortable stream of income uncomfortably tight, […]

Tax Gains from Market Losses

Tax Gains From Market Losses

June 1, 2000

The first bear market in a long time offers an opportunity to dust off an effective tax reduction strategy. Use this strategy now and you could significantly increase this year’s after-tax returns. The strategy is called a tax swap or mutual fund swap. It works with stocks, bonds, or mutual funds Suppose you bought some […]

increase-income-boost-legacy

Increase Income: Annuities versus Bonds

June 1, 2000

There is a plan that might boost your current after-tax investment income and increase the estate left to your heirs. Especially if you own bonds to generate income, including tax-free bonds, consider this strategy as part of both your investment planning and estate planning. A problem with bonds, even tax-free bonds, is that estate taxes […]

little-known-tax-write-offs

Little-Known Tax Write-Offs – Give It Away, Write It Off, And Still Enjoy It

June 1, 2000

There might be a pile of untapped tax write offs lurking in your home or personal inventory. Most people don’t have a hint of this, because the IRS doesn’t advertise some creative tax strategies it has approved for years. If you know about this strategy, you can give property away, take a deduction for it, […]

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