Retirement Articles

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Medicare Premiums to Increase

March 1, 2006

The deficit reduction law signed by the President in February also accelerated the higher Medicare Part B premiums that were scheduled to take effect over the next five years. You might recall from our August 2005 issue that premiums are scheduled to rise for Medicare Part B. Through 2006, each beneficiary pays the same premium, […]


529 Plans Equalized, Estate Planning Should Adjust Accordingly

March 1, 2006

The recent deficit reduction law gave a boost to 529 prepaid college plans. There are two types of 529 plans: prepaid plans and savings plans. Under prepaid plans, the state guarantees that tuition and fees are covered by an amount determined today, even if inflation or investment returns are different from what was anticipated. The […]


Annuities – How Not to Run Out of Income in Retirement

March 1, 2006

Running out of income is the biggest fear of most retirees. Annuities often are the best way to avoiding running out of income. Yet, few people take advantage of this opportunity, and many who do buy annuities make the wrong decisions. That is because annuities are complicated, and commissions can give sales people the wrong […]


Boomers Retirement Housing Surprises

March 1, 2006

The Baby Boomers surprised forecasters as they went through life, and they changed many aspects of the economy. It looks like they have another series of surprises in store. The Boomers’ choices of retirement homes might be very different from what many people are expecting. These choices are important not only to those who build […]


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.


Important Medicaid Update for Heirs

March 1, 2006

The new uncertainty over Medicaid eligibility is not the only reason Medicaid should not be the centerpiece of your long-term care plan. Another concern is that your heirs might receive an unpleasant surprise from the state. When Medicaid decides someone is eligible for it to pay for nursing home care, the individual is told that […]


Survival Guide for Family Limited Partnerships

March 1, 2006

The family limited partnership has been widely-used in estate planning for years. The benefits are so significant that for almost as long the IRS has been trying to curtail the tax advantages of FLPs. While some of the IRS efforts have been successful, taxpayers also logged some victories. In addition, the IRS successes were in […]


Medicaid Nursing Home Rules Toughen

March 1, 2006

People who plan to have Medicaid pay for their nursing home care are in for some big surprises. A new law that has not received much publicity changes the rules. Medicaid is the program that pays the medical expenses of the nation’s poor. Medicare is the program that pays some medical expenses of older Americans. […]


How to Help the Post Boomer Generations

February 1, 2006

Inflation, the rising cost of education, reduced investment returns, soaring real estate prices, and terrorism all concern America’s wealthy. But nothing concerns them more than how those and other factors create great obstacles for their children and grandchildren. A recent survey of America’s wealthy done for U.S. Trust revealed that, like most other Americans, the […]

December 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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