Retirement Articles
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Get Ready for Medicare Rationing, Restrictions
Paying for medical care promises to gobble much greater shares of federal and state government budgets. Medicare will come to dominate the federal budget. But what’s the cause of the rise? Many discussions would have you believe that rising prices or high medical inflation are the cause. That would lead to a conclusion that we […]
The Positive Side of the Boomers’ Retirement
Most of the financial media is filled with articles about how poorly prepared the Baby Boomers are prepared for retirement. Here’s a different take. It cites several studies that crunched the data and concluded that the early Baby Boomers are in pretty good shape. They had significant home equity before the housing crash (because they […]
Where to Grow Older
Success in most things in life often can be accomplished largely on our own. But successful aging requires some help and a proper environment. You’ll find a lot of surveys of best places to retire. But the Milken Institute offers a unique approach with its Best Cities for Successful Aging. The institute set five goals […]
Using the Overlooked Roth Opportunity
Roth IRAs are one of the most powerful retirement planning tools available. Most people, however, aren’t taking full advantage of the opportunity. Converting traditional IRAs to Roth IRAs is only the tip of the iceberg. We’ve devoted a lot of attention to the conversion decision since 2009, and those discussions are available in the Archive […]
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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.
Avoid Becoming One of the IRS’s New Targets
New laws, changing demographics, and a new budget cause the IRS to shift its priorities. Many people who don’t pay attention will fall into the IRS’s snare. The new estate tax law means far fewer estates will be subject to taxes and need to be audited. The IRS plans to move many of its estate […]
Estate Planning for Married Couples and the New Estate Tax
Uncertainty about the estate tax is resolved. You don’t have to worry about frequent shifts anymore. Now, it’s time to consider how the new rules affect your Estate Planning and revise your plan. You know that the lifetime estate and gift tax exemption is set at $5 million per person, indexed for inflation. For 2013 […]
Ensuring the Estate Planning Tax Exemption is Portable
Since 2010, it’s been easier for married couples to maximize the use of each spouse’s Estate Planning tax exemption. Estate planning professionals call this portability, though the word isn’t used in the tax law. It works like this. The estate of the first spouse to pass away is exempt from estate taxes up to $5.25 […]
March 2013
March 29, 2013 12:00 p.m. Your Retirement Finance Week in Review You still can attend my upcoming presentations in May. The first is one of our regular free online investment presentations. This one is May 1 at 3:30 p.m. eastern time. I’ll discuss “Adjusting Your Investments for 2013’s Second Half.” You can register at this […]
