Retirement Articles
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How to Save Your Estate Plan
Too often what seems like a great estate plan fails to achieve its goals. Sometimes the execution is wrong. Other times the owner failed to take one or more key steps. One often-overlooked step is to ensure that the estate prevails in any audit by the IRS or state tax authorities. Estate tax returns are […]
How the New Tax Law Affects Homeowners
Congress passed a housing assistance law in July, but some tax rules buried in the law did not receive much attention. Some homeowners will be affected, especially those with second homes or rental houses. In 1997 the home sale rules were overhauled. On a primary residence, the first $250,000 of capital gains are excluded from […]
April – September 2008
September 30, 2008 10:30 a.m. The Shadow Bank Run Well, so much for the notion that short sellers were driving stock prices down. You know how much stocks declined yesterday, and they fell that far without anyone being allowed to sell short 900 or so stocks. I don’t know if the rescue plan that was […]
2008 Election and Your Tax Planning
The Presidential election is approaching. We cannot forecast a winner, but we can make judgments about how the tax law will change starting in 2009 and steps you should consider today in light of the likely changes. Some wealthy people already anticipate big changes and are making tax-saving moves this year. For, example, the announcement […]
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Senior Protection Moves to the Forefront
Seasoned investors might find reduced opportunities to receive free lunches and other treats. But they will gain better and swifter legal protection. After decades of bearing the brunt of most financial scams, senior Americans are receiving help. Scams that involve possible fraud against senior investors will be on the investigative fast track. The Financial Industry […]
Pros and Cons of the New Annuities
Variable annuities long have been a controversial financial product. They became more controversial and confusing as insurers added features to make them attractive to more consumers. The controversy heated up recently in the pages of Financial Planning, a magazine for financial planners. It started with a white paper issued by Ibbotson Associates in October 2007 […]
Dos and Don’ts of IRA Investing
Many people own substantial IRAs and do a lot of their investing through IRAs. These investors might not realize some investments are prohibited from IRAs and others are allowed but incur tax penalties. This issue is more important in today’s climate, because “hard assets” and other nontraditional assets-those that are doing well today-are primarily those […]
Long-Term Care and LTC Insurance – New Trends
The possible need for long-term care is one of the greatest concerns of American adults. Recent data indicate the concern is well-placed. Baby Boomers are forecast to need long-term care at a greater rate than their predecessors because of longer life expectancies and improvements in medical care. One federal report estimated that 13 million Americans […]
