Retirement Articles

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new-kiddie-tax-rules-implications-and-strategies

New Kiddie Tax Rules: Implications and Strategies

July 1, 2007

In last month’s visit I pointed out that the kiddie tax rules changed recently and would change again soon. The amendment occurred sooner than expected. The tax changes were put in the Iraq War funding bill in May (along with an increase in the minimum wage), and the details make the Kiddie Tax more restrictive […]

how-to-get-paid-for-giving

How to Get Paid for Giving – Charitable Gift Annuities

July 1, 2007

A way to combine two tax benefits and receive a stream of income for life is the charitable gift annuity. Once an obscure vehicle, gift annuities are becoming more popular as the Baby Boomers age and charities become more sophisticated. The charitable gift annuity is a simple concept. An individual transfers wealth to a charity. […]

retirement

The 80%-2% Retirement Savings Solution

July 1, 2007

The best financial move a person can make is to start saving and investing early. That also is the hardest lesson to teach young people. Retirement is a distant, abstract concept, and young people tend to be present-oriented. Young people also are daunted by the amount of money they should accumulate by the time they […]

how-to-invest-ira-accounts

How to Invest IRA Accounts

July 1, 2007

IRAs seemed so simple when they were started. Make the maximum contribution; invest the money until retirement; and then take money over time to pay for retirement. Managing IRAs, however, requires more thought if one wants to maximize after-tax retirement income. One issue that is not considered enough is which investments are best held in […]

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tax law

The New Tax Law & Your Grandchildren

July 1, 2007

Congress snuck a provision into the recent tax law that could change how many people help fund education and other expenses for their children and grandchildren. For a couple of decades the tax law has contained the kiddie tax, designed to limit the tax reduction that is available when parents and grandparents shift investment income […]

overlooked-estate-planning-moves

Four Overlooked Estate Planning Moves

July 1, 2007

Most Estate Planning discussions involve big picture issues, such as trusts, gifts, and how to handle a business. Too often, however, the success or failure of a plan depends on small details that seem unimportant. Shortchanging these issues could mean shortchanging your heirs. Carefully consider all of your non-probate assets. They avoid the probate process, […]

July 2007

July 1, 2007

July 30, 2007 12:20 p.m. Random Notes About the Sell Off Here are a few thoughts and bits of information regarding last week’s big decline in the markets. Markets always can be affected by outside factors, known as exogenous factors. Last week, stocks were affected by a change of sentiment or outlook among bond and […]

term-insurance-new-developments

Term Insurance: New Developments

June 1, 2007

Term life insurance is one of the simplest and least glamorous insurance products. It also is a work horse and, unknown to most, has become quite a bargain in the last few years. If you have not reviewed your policies in a few years, or if you didn’t buy in the past because it was […]

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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