Retirement Articles
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Making the Business Last Generations
What is the key to making a family business last beyond the first generation? If you are a business owner you likely are familiar with the statistics that only a small percentage of businesses last much beyond the first generation, and a tiny percentage make it through the second generation to the third. The fate […]
Write Offs from Renting a Home
After deciding it makes economic sense to rent your old home or vacation home instead of selling it (see last month’s visit), learn the tax rules. Structure your rental activity so the rental income is at least partially tax sheltered. The amount of your tax deductions depends on how the rental property is used. When […]
How to Take Write Offs for Helping Relatives
In many families, younger members help care for older members for at least a brief period. Care can take several forms. It could involve financial help for at-home services or residence at an assisted living or other facility. Care also could involve personally providing a person’s needs in either the caretaker’s home or in the […]
When It Pays to be a Landlord
The tight economy and housing markets have made a traditionally difficult question more difficult. When you no longer plan to use a house, should that old residence (or second home) be rented or sold? The question traditionally arises when someone decides to retire to a new area or after years of using two houses decides […]
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New IRA Strategies for 2009
Congress did IRA owners a favor by suspending most requir-ed minimum distribu-tions for 2009. Yet, the change has confused some IRA owners because there are some exceptions and not all the details are clear. There also are planning opportunities created by the law and by the markets IRA owners should consider. First, we will review […]
Be Ready for Big Estate Tax Changes
The estate tax is due to expire after the end of 2009. Control of Congress and the White House have changed since that law was enacted, so it is a safe bet the estate tax won’t be allowed to expire. Congress might be too preoccupied with other matters to agree on the details and extend […]
April 2009
April 30, 2009 03:00 p.m. Contracting Less First, for those who are interested in more details about the Bernard Madoff scam, the most details to date have been published by Fortune online. The article indicates Madoff was not acting alone but says there is no evidence is family was involved. You can read the article […]
How to Use the Annuity Ladder for Higher Security
Immediate annuities can enhance retirement financial security. They are not perfect, but some of their disadvantages can be reduced by purchasing annuities using an annuity ladder. When hearing “annuity,” most people think of variable annuities or deferred annuities. The immediate annuity (IA) is a very different vehicle. Regular payments begin soon after the IA is […]
