Retirement Articles

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estate planning

Charitable Gifts: New Rules

April 1, 2007

The Pension Protection Act of 2006 changed the rules for deducting charitable contributions. You need to know these rules or contributions that were deductible in the past will not be deductible on your 2007 return. Cash donations. It used to be that for cash contributions of less than $250, you did not need a receipt […]


Tips for Effective Financial Planning with Your Tax Return

April 1, 2007

Don’t be in a hurry to put away that copy of your income tax return. It can be a great financial planning tool. Study it for a little while, and you might discover ways to adjust your finances that will increase your wealth. Here are a few ideas. Too much income? It is not unusual […]


Medical Expense Options for Retirees

April 1, 2007

A recent survey of America’s wealthy revealed a surprise. Those in households with more than $250,000 in investable assets said that their greatest financial concern is health care costs. These Americans believe that medical expenses are more likely to affect their savings and investments than terrorism, rising energy prices, taxes, and the state of the […]


How to Build the Family Venture Capital and Loan Fund

April 1, 2007

Most people want to help their children and grandchildren, but they want to provide more than money. One goal is to ensure the future generations are hard-working and productive citizens who have initiative. Another goal is to perpetuate the family’s values. One of the values in some families is entrepreneurship. By encouraging entrepreneurial activities in […]


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.

April 2007

April 1, 2007

April 27, 2007 10:00 a.m. Supporting the Stock Market What is pushing stocks higher? Analysts have been expecting a substantial correction for some time. It was only two month ago that pessimism was reigning, and many believed a substantial correction was underway. Yet, the Dow is hitting record highs, and the S&P 500 is not […]


Simple Ways to Build Bullet-Proof Trusts

April 1, 2007

Estate planners love trusts. They solve many problems and help achieve goals. In recent years, trusts have moved from the estate plans of the very wealthy into the plans of many families. Too often, however, trusts operate as bombs that explode and shred estate plans. Fortunately, there are simple steps that will avoid the common […]


What Heirs Should Know About IRAs

April 1, 2007

Some of the biggest mistakes with IRAs are made after they pass to the second generation of owners. Heirs routinely lose a large percentage of inherited IRAs to unnecessary taxes. The rules are simple. But they aren’t obvious and most heirs don’t know about them or know to ask about them. If you don’t want […]


Key IRA Decisions for 2007

March 1, 2007

IRA owners can squeeze significant additional after-tax dollars out of their accounts – if they plan carefully. In addition to the usual planning strategies, there are new IRA opportunities available in the next few years. The Pension Plan Protection Act of 2006 created a charitable giving opportunity for some IRA owners. We covered this after […]

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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