Retirement Articles
Found 3637 Articles.
Get access to 4367 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Two Estate Planning Tax-Wise Ways to Shift a Business
Many business owners scrambled to sell their businesses before the end of 2012 to avoid potential tax increases. If you didn’t sell, don’t worry. There are a couple of other Estate Planning tax-wise ways to transfer business ownership that don’t require you to rush. In one recent case, a taxpayer owned 100% of a corporation. […]
Reducing Medicare Premiums, Social Security Taxes and More
Retirees face the highest marginal tax rates. They use the same tax tables as everyone else, but there are nuances in the tax code that can trigger higher marginal rates for seniors. For retirees in what I call the marginal rate trap zone, reducing gross income or taxable in-come can have powerful benefits. The marginal […]
Coming Changes in Reverse Mortgages
Reverse mortgages help older homeowners stay in their homes by letting them spend home equity without selling the homes or writing monthly repayment checks. The number of reverse mortgages issued increases each year, and most of those mortgages are insured by the FHA. If the banks or other lenders misprice the mortgages and lose money, […]
The Expanding Asset Bubble in Art and Collectibles
Recently I was talking to a friend who spends a lot of time with wealthy people, primarily trying to raise money from them. He said that when he asks them what they’re doing with their money these days, many saying their eschewing financial assets (stocks and bonds) and buying things: land, timber, art, wine, etc. […]
SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
Why to Ignore Stock Market Forecasts
In my book, Invest Like a Fox, Not Like a Hedgehog, I devote some space to the futility of using forecasts to make investment decisions. In that portion, I refer to the work of Philip Tetlock on political forecasting. For the latest on that work and an update on what Tetlock’s been doing, read this […]
Is the Commodities Bull Market Over?
The commodities bull market has rolled on for a while, and some former bulls now are saying the super-cycle is over. They believe commodities have a fairly fixed cycle, and this one has run its course. Pushing back against that view, among others, is Ambrose Evans-Pritchard of the London Telegraph. You should read the whole […]
How to Age In Place
Most people want to stay in their homes for as long as they can. They don’t want to move to an assisted living facility or nursing home. Many don’t even want to downsize. Your body might not cooperate, so to stay in your home you need to adapt and renovate it. It’s certainly possible to […]
Another Warning on High-Yield Bonds
My recommended portfolios have owned high-yield bonds for a while now, and they’ve been good performers. But there’s good reason to be careful. I have sell signals in place and would not be surprised to see them triggered at any time. Investors have been pouring money into high-yield bond funds, and companies are taking advantage […]
