Retirement Articles

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how-to-leave-a-legacy

Estate Planning to Leave a Legacy

October 1, 2005

In our past discussions of Estate Planning, I often have emphasized that estate planning is the process of building a legacy. When people think estate planning is about money, property, and death, they tend to ignore the process. When they realize it is about values and other elements of building and living a legacy, they […]

prescription-drug-plans-ready-to-roll

Prescription Drug Plans Ready to Roll

October 1, 2005

It is getting close to the time when Medicare beneficiaries must decide whether or not to sign up for a prescription drug plan. Promotions are being rolled out. The enrollment period begins Nov. 1, 2005, and closes on May 15, 2006. The government has announced some good news about the program. (See the September 2005 […]

Estate Tax

How to Reduce the Taxes Due on the Sale of Highly Appreciated Real Estate

October 1, 2005

Many Americans on the coasts or in resort areas are selling homes for far more money than they ever imagined. Their gains often exceed the tax-free limit under federal tax law. In some cases, the home sellers are looking at paying more capital gains taxes than their homes initially cost. There are strategies for reducing […]

how-to-boost-returns-with-year-end-tax-planning

How to Boost Returns with Year-End Tax Planning

September 1, 2005

Don’t wait until later in the year to do year-end investment tax planning. The start of fall is the best time to make and begin implementing your plan. Year-end planning – with accompanying asset sales – will occur later in the year for most people. Mutual funds will do their fiscal year-end sales in late […]

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convert-traditional-ira-to-roth

When To Convert Traditional IRA to a Roth IRA

September 1, 2005

Converting a regular IRA into a Roth IRA has several advantages for seasoned citizens, and it can benefit their heirs. A recent law makes it easier for some seasoned citizens to convert their IRAs. This is a good time of year to consider converting your regular IRA into a Roth IRA. A conversion is allowed […]

hedge-funds-without-fees-disappointments

Hedge Funds Without Fees, Disappointments

September 1, 2005

You might have read about the disappointing recent returns from hedge funds. Over the last few years, wealthy individuals and institutions poured money into these investment vehicles in search of less volatility and the potential for high returns. The results for the last year or two have been disappointing to many of these investors, and […]

great-funds-closing-their-doors

Great Funds Closing Their Doors

September 1, 2005

Over the years we successfully found great funds early and let them deliver strong profits for us. One of the disadvantages is that after we discover them, the shareholder-friendly funds we favor deliver excellent performance and attract a lot of dollars. Because they are shareholder-friendly, they tend to close their doors to new investors when […]

iras-for-grandkids

IRAs for Grandkids

September 1, 2005

Grandparents can give a big boost to the finances of their grandchildren who earned money from summer jobs. They can help make contributions to a Roth IRA and begin building a tax-free nest egg. A contribution to a Roth IRA can be made by anyone who has earned income and whose adjusted gross income is […]

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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