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A little-known provision of the estate tax can save quite a bit of taxes for estates of those who passed away in late 2007 or the first part of 2008. The estate tax is based on the value of the estate assets, normally the value on the date of the owner’s death. The executor, however, […]
RMD Relief for 2009, not 2008 December 19, 2008 05:00 p.m. Many IRAs experienced steep declines in their values in 2008. This can put a strain on those over age 70½. They are required to take minimum distributions from their IRAs and other qualified retirement accounts based on their values as of Dec. 31, 2007. […]
The good news is that Medicare premiums are unchanged for 2009. They remain at $96.40 per month for Part B. This is the first year in the last eight the premium will not rise. The program’s reserves increased, allowing it to keep premiums and fees steady. But do not take that as a sign of […]
Is your money safe? It is amazing how quickly investors went from not worrying about risk to having that be the first question on their minds. As the financial crisis spreads, people are worried about the safety of their money and how to make their assets more secure. Here’s an overview of the rules for […]
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The financial and market disruptions are affecting more people than those in or near retirement. While years from their own retirements, young investors are viewing the recent market turmoil and concluding that the financial markets are not for them. They are reducing 401(k) contributions, taking early withdrawals, and deciding it is better to spend than […]
The wildcard in every retirement plan is the cost of medical care. It probably is the cause of most retirement plan failures. There are several reasons medical expenses disrupt so many plans: Many people are used to employer-paid medical care. Before they retire, they do not realize the full cost of medical insurance. Employers used […]
The financial crisis means it is time to be on high alert for financial frauds. Scamsters know this is the best environment to find vulnerable targets. I dug through my files recently for a 2004 Wall Street Journal interview with imprisoned scamster Eric Stein. He laid out how frauds operate and why now is a […]
The financial crisis is causing major changes in the banking business, and that will lead to changes at trust companies and in trustees. Trust creators and beneficiaries need to at least monitor the situation and might need to take action. Many trusts have a corporate trustee or co-trustee, such as a bank or trust company. […]
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