Retirement Articles
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Revealed: Tax-Saving Secrets Of The Rich
Few things indicate wealth, success, and good works like having your own charity. For generations, the super wealthy have had their own charitable foundations. Foundations come with a lot of restrictive rules and are expensive to maintain. Now, innovations make it possible for anyone to have a charitable foundation at very low cost and with […]
Best Ways To Pay For Extended Long Term Care
One of the most stressful and difficult financial decisions is planning for possible long term health care expenses. Individuals of all ages struggle over how to provide for the possibility of significant long-term health care costs. Should they buy long-term care insurance? If so, how should they pay for it? Are there other options? Nursing […]
Strategies to Protect Your Estate Plan
What’s the biggest problem with most estate plans? Often it is not taxes or cash flow. Many times the biggest problem is the trustee or executor that was appointed to carry out the estate plan. Trusts usually are a key part of the estate plan. How the trustee administers the trust determines the quality of […]
How to Beat High Mutual Fund Taxes
Mutual fund investors have both the tax law and the markets working against them this year. On top of mediocre returns, many funds are making very high taxable distributions to shareholders. That cuts into your after-tax return. But you can beat this double whammy and walk away with much of your hard-earned gains intact. The […]
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Best Variable Annuity Strategies
Investors continue to pour money into variable annuities, many for the wrong reasons. It’s easy to understand why. Variable annuities are complicated. They also pay high commissions, encouraging strong sales efforts. Perhaps that is why about 14% of IRA-owners have all or part of their IRAs in variable annuities. Or why 11% of variable annuities […]
How to Make the Nest Egg Last?
What return or yield do you need to make your nest egg last? How much can you safely withdraw from your retirement fund? Those are the key questions of retirement, because no one wants to run out of money. More people are asking these questions since interest rates settled near their lowest levels in decades […]
How to Prepare Your Financial Emergency Kit
You might have solid investments and a good estate plan. But your financial planning isn’t complete without a financial emergency kit. An ideal time to put one together is when you are working on your estate plan. A financial emergency kit is a set of tools that can keep a difficult time from becoming much […]
Surprising Retiree Tax Havens
Did you know that you might be able to move from low-tax Virginia, retire in Massachusetts, and cut your tax bill dramatically? That’s true, if you are a federal government retiree. Your government pension annuity is exempt from taxes in Massachusetts and several other states, but not in Virginia. Florida seems like a tax haven, […]
