Retirement Watch Lighthouse Logo
Retirement Watch Lighthouse Logo

Retirement Articles

Found 3085 Articles.
Get access to 3752 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

how-to-avoid-the-key-retirement-housing-mistakes

How to Avoid the Key Retirement Housing Mistakes

February 1, 2001

Retirement patterns in the U.S. are changing. That’s because many are finding that the traditional move to warmer climes isn’t for them. The “boomerang” or the “bounce-back” is becoming common for those who move to Florida or Arizona. Retirees have many more location options than they used to. Retiree-oriented developments are being built all over, […]

The Truth About Life Insurance Trusts

The Truth About Life Insurance Trusts

February 1, 2001

One estate tax shelter untouched by the government over the years is the irrevocable life insurance trust. At various times the IRS has tried to shut down this valuable tool, but the courts and Congress kept the structure intact. The purpose of an irrevocable life insurance trust is to exclude insurance benefits from the taxable […]

Hot New Retirement Locations

February 1, 2001

Older Americans might be becoming “half backs” instead of “snowbirds.” A snowbird, as you probably know, is someone who lives most of the year in a cold weather area but spends a few winter months in a warm weather state. Usually the retiree treks from a midwest or northeastern state to Florida. But many older […]

how-to-preserve-the-family-business

How to Preserve the Family Business

February 1, 2001

When owners think about preserving the family business for the next generation, they think about estate taxes. You can do a lot to continue the family firm through tax strategies such as annual gifts, family limited partnerships, dynasty trusts, and the like. But tax planning is at most only half the job. Half of all […]

SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES

In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

Taxable vs. Tax-Deferred Accounts

Taxable vs. Tax-Deferred Accounts

February 1, 2001

Most of you invest through both tax-deferred accounts (such as IRAs) and taxable accounts. You also own both stock and bond investments. To maximize after-tax returns, you want to know which investments should be primarily in the taxable accounts and which in the tax-deferred accounts. First, don’t let the taxes drive your portfolio allocation. Decide […]

how-to-increase-yields

How to Increase Dividend Yields

January 1, 2001

Scared of the stock market but unhappy with the yields from safe bonds? Many investors feel that way about at least a portion of their portfolios. There is an alternative, and it actually is quite exciting for those who venture into it. It carries much lower risk than the stock market, but substantially higher yields […]

how-to-pay-for-a-grandchilds-education

How to Pay for a Grandchild’s Education

January 1, 2001

Perhaps the best use of any excess wealth you have is to pay for a grandchild’s education. There are many ways to do that, and I have covered them extensively in the past. In this visit I’d like to explore three of the better tax-advantaged strategies. You might be able to deduct at least a […]

low-cost-ways-to-pay-for-long-term-care

Low-Cost Ways to Pay for Long-Term Care Insurance

January 1, 2001

Long-term care insurance isn’t very popular. Insurers estimate that only about 2% of those who should consider long-term care insurance have purchased it. Some of the reasons for this are quite good. There are other, affordable ways to pay for long-term care without leaving your heirs high and dry. One reason people avoid long-term care […]

January 2021:

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.
X
pixel

Log In

Forgot Password

Search