Retirement Articles

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business-owner-benefits

More Estate Planning Benefits For Business Owners

November 1, 1998

The IRS continues to lose important cases on the valuation of closely-held business interests. Only a few years ago the IRS stopped arguing that family members who receive less than 50% ownership of a business cannot take discounts for owning a less-than-controlling interest in the business and also for a lack of marketability, if the […]

year-end-tax-savings

Strategies for Year-End Tax Savings

November 1, 1998

In the next few weeks you could add thousands of dollars to your net worth. Market volatility and new tax rules give you the best opportunity in years to reduce your income taxes with year-end moves. Here are some actions to consider between now and Dec. 31 to slash the amount you owe Uncle Sam. […]

reduce-taxes-social-security

How to Reduce Taxes on Social Security Benefits

November 1, 1998

Some of you are old enough to remember when Social Security benefits were free of income taxes, as originally promised. Now they can be taxed at a rate of up to 85%, if you are considered a high income retiree. (My report, Retirement Tax Guide has details. Call customer service at 800-552-1152 for information.) Year-end […]

roth-ira-updates

Roth IRA Updates

October 1, 1998

Virtually any question you have about Roth IRAs has its answer on the World Wide Web. There are a number of web sites focusing on roth iras. Perhaps your best starting point is www.rothira.com, a site devoted exclusively to Roth IRAs. You’ll find articles on line and references to books and seminars, as well as […]

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Savings-from-tax-law

More Savings From The Latest Tax Law

October 1, 1998

In last month’s visit I gave you the main course from the buffett of changes in the latest tax law, enacted in July. There was a lot packed into that law, so here are a few side dishes you should know about. Roth IRAs. Most people are concerned with putting money into Roth IRAs or […]

how-to-build-a-legacy-trust

Use Estate Planning to Build a Legacy (Trust)

October 1, 1998

Trusts aren’t just for the super wealthy anymore. IRS statistics show that the average trust has about $250,000 in it, not exactly Rockefeller territory. That’s because many people have learned that trusts can be useful for even middle class families. One way to use a trust is to build a legacy that will last for […]

Medicare-overhaul

How To Get Ready For The Medicare Overhaul

September 1, 1998

Medicare recipients are in for a big shock this fall. The 1997 Balanced Budget Act enacted some major changes in Medicare that begin taking effect in 1999. You’ll be expected to make more choices. Yet a recent AARP survey found that only about 11% of Medicare participants know enough to make an informed choice. Perhaps […]

estate planning

Overlooked Retirement Benefits In Tax Law

September 1, 1998

The latest tax law beats up on the IRS and gives taxpayers new protections. You know that from the mainstream media. But the media missed some other changes in the tax law that are of immediate importance to many of you. Here’s a summary of the hidden benefits in the law. Lower capital gains taxes. […]

December 2020:

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.
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