Retirement Articles

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the-changing-picture-of-state-taxes

The Changing Picture of State Taxes

September 1, 2005

State and local taxes are a higher portion of retirees’ expenses than in the past. These taxes are a more important factor in people’s decisions of where to live in retirement. Yet, many people are making decisions with the wrong information. If state and local taxes are important to you, do not rely on information […]

having-the-last-word

Having the Last Word – The Letter of Final Instructions

September 1, 2005

Most estate plans are missing a key ingredient. Too many estate planners do not recommend it, and it isn’t even mentioned in many estate planning discussions. One reason might be that, despite its importance, the document is not legally binding on anyone. This document can clear up a lot of issues. It can save time […]

how-to-avoid-scams-on-the-recently-departed

How to Avoid Scams on the Recently Departed

September 1, 2005

People do a lot these days to protect themselves from identity theft. Few people, however, take steps to prevent the identity theft that is likely to occur after someone passes away. That time can be ideal for identity thieves. Loved ones aren’t likely to be focused on the possibility of identity theft. In the estate […]

when-you-dont-prepare

When You Don’t Prepare for Estate Planning – The Importance of Documents

September 1, 2005

Without a letter of instructions and good organization, the heirs are forced to engage in the old-fashioned property and document search. Sometimes it is comical. Sometimes things get ugly. Always a lot of time and effort is wasted. Estate planners tell stories of important documents that never are found and of other documents that are […]

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two-long-term-care-insurance-mistakes

The 2 Long-Term Care Insurance Mistakes Most Retirees Make

September 1, 2005

Only about 10% of seniors over age 65 have long-term care insurance. It is easy to understand why. The product is complicated, and costly mistakes are easy to make when buying it. There are two mistakes people make most often when purchasing long-term care insurance. More people would buy the insurance if they knew how […]

more-medicare-changes

More Medicare Changes

August 1, 2005

Prescription drug coverage is not the only change coming to Medicare. This year Medicare began offering new preventive benefits. New members receive a free “welcome to Medicare” physical. Also covered now are screening tests for cardiovascular diseases and diabetes. The annual deductible for Part B also is rising to $105 and will be indexed for […]

new-rules-for-donating-used-cars

New Rules for Donating Used Cars

August 1, 2005

Plans need to be revised by taxpayers who intended to reap big tax breaks by donating used cars, boats, or planes to charity. Congress rewrote the law in 2004, and the IRS recently issued rules explaining the new law. Under the old law, a taxpayer could donate a used car to charity and deduct the […]

are-you-putting-enough-money-away

Are You Putting Enough Money Away?

August 1, 2005

The biggest planning mistake most people make is not realizing how much retirement will cost and how much money they will need. Fortunately, those who remember a few principles and use today’s low-cost technology can substantially reduce the margin of error. Surveys of future retirees abound. An interesting recent survey from Merrill Lynch found that […]

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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