Retirement Articles
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How to Time Social Security Benefits to Help Your Spouse
One of the least understood and most confusing aspects of Social Security benefits are the spousal benefits. Much attention is devoted to the best time for an individual to begin receiving retirement benefits, but how that choice can affect the benefits of a spouse receives much less attention. In this visit we primarily are going […]
Housing Slump Can Help Your Estate Planning – The Qualified Personal Resident Trust
A market drop often creates opportunities in Estate Planning. The ongoing decline in housing prices creates such an opportunity. Estate and gift taxes are imposed on the value of property. It follows that a decline in market value means property can be transferred at a lower cost. Those who own estates worth more than $2 […]
March 2008
March 24, 2008 01:00 p.m. Finally, a Bottom? There have been several false bottoms in the markets since the mortgage and credit crises began in August 2007. Last week’s holiday-shortened market action looks more positive than the previous bottom attempts. It was accompanied by several prominent forecasts that we had reached a bottom, including a […]
Increase Annuity Income by 20%
Fixed annuities or immediate annuities can make a portfolio last longer. They can provide steady income for life and smooth the portfolio; it won’t be as subject to fluctuations from market activity. Annuities are not all the same. Yields and rates of return vary considerably. Insurers have different investment experience, life expectancy assumptions, and expenses. […]
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Estate Planning for Singles (with and without Kids)
A perusal of Estate Planning literature gives the impression that every senior in America is part of a married couple with two or more kids. We know that is not true, and those who do not fit the profile need estate planning guidance at least as much as the stereotypical couple does. Unmarried estate planning […]
The Roth IRA Opportunity
Roth IRAs are one of the best tax-advantaged investment vehicles. Right now they are available to only taxpayers with incomes below certain levels. In a couple of years, all investors will be able to take advantage of this opportunity by converting traditional IRAs into roth iras. Those whose incomes make them ineligible for Roth IRAs […]
How to Avoid Unexpected Estate Battles over Personal Items
Few things amaze estate planners more than the property heirs choose to fight over. The worst disputes often seem to occur over items that most outsiders consider trivial. Furniture, personal mementoes, and the like seem to trigger emotional reactions in heirs. Sometimes an heir simply is looking for an excuse to vent a long-held grievance; […]
How to Beat the Retirement Tax Ambush
The days of tax advantages for retirees are long gone. In the old days, most people could count on being in a lower tax bracket in retirement than during their working years. Now, many people stay in the same tax bracket. For other retirees the marginal tax rate (the rate on the last dollar of […]
