Retirement Articles

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February 2008

February 1, 2008

February 24, 2008 03:00 p.m. A Digest of Analyses and Forecasts This past week I was treated to a range of presentations by a number of top investment professionals. You haven’t heard of many of them, but they are well regarded and worth listening to. I attended a seminar in Stamford, Connecticut and also heard […]

Estate Planning

Estate Planning for IRAs

February 1, 2008

Unique Estate Planning strategies are required for Individual Retirement Arrangements. Many people focus on how to build their IRA balances and how much to withdraw. The treatment of IRAs in estate planning often is overlooked. An estate plan for IRAs should answer these questions: What will be the estate tax and income tax bills? Who […]


Basic Steps to Limit Vulnerability to ID Theft

January 1, 2008

There have been changes in our knowledge of ID theft. We know more about the crime than in the past, and there are some new trends. One trend is that the growth rate of the crime is slowing. A few years ago it was by far the fastest-growing crime, with new cases increasing by at […]


New Rules Protect Variable Annuity Shoppers

January 1, 2008

Better late than never seems to be a principle of regulators. In that spirit new regulations were issued recently covering the sale of variable annuities. Variable annuities are one of the most-discussed investment vehicles of the last couple of decades. They have had strong sales, as investors are attracted by mutual fund investments coupled with […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

January 2008

January 1, 2008

January 22, 2008 02:10 p.m.The Big Sell Off It seems I caused a substantial decline in world stock markets. Last week I posted the February 2008 issue of Retirement Watch in which I argued that today’s market environment is more like 2001 or early 2002, with more losses to come, than it was like late […]


A Fresh Look at Family Limited Partnerships

January 1, 2008

Family limited partnerships have been a key element in many estate plans, and that is why they have been targets of the IRS for years. The tax law regarding FLPs has fluctuated, but there now are enough court cases decided to develop a road map for securing the benefits of an FLP. An FLP is […]


The New Retirement Income Funds

January 1, 2008

The big financial services companies are heatedly competing for the assets of retiring Baby Boomers. In decades past these companies competed for the easy business of servicing those who need to accumulate capital for retirement. The firms emphasized convenience, cost, and growth potential. Things are more complicated as the Boomers begin to enter the draw […]


A Shrewd Look at Power of Attorney – Part 2

January 1, 2008

The Power of Attorney is an essential part of every estate plan, but few people understand it or give it much thought. Last month we discussed some details of POAs that help ensure your wishes are followed. This month we will look at a few more details of the documents with an eye toward protecting […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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