Retirement Articles
Found 3626 Articles.
Get access to 4365 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Estate Planning Strategy to Help the Grandkids Buy a Home: Gifts, Loans, or Rentals?
Home prices are down, and inventories of unsold homes are high in many areas. That makes this an ideal time to buy a home, or to help a grandchild buy that first home or move up to a larger home. Despite the decline in prices, buying a home still is a struggle for many young […]
Why Life Insurance is An Important Tool in Estate Planning
After the 2001 tax law began a phaseout of the estate tax, many people concluded there was no longer a reason for life insurance and insurance trusts to be considered as part of an estate plan. Yet, there always were reasons to consider life insurance in plans, and there might be new reasons in the […]
How to Make Retirement Accounts Last
Retirees have a tough time finding advice on the best ways to spend the money in retirement accounts. In this month’s visit we will consider the best order to withdraw retirement money. Most people have more than one type of retirement account. There usually is at least one tax-deferred account, such as an IRA, plus […]
August 2007
August 27, 2007 11:00 a.m. When Will We Know It is Over? Investment markets had a good week and seem to be returning to what was normal a couple of months ago. Is the worst of the financial crisis over? What are the signs that it might be over? Last week things looked almost dire […]
SUBSCRIBE TO RETIREMENT WATCH
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
The Estate Tax Marital Deduction – Dos and Don’ts
The marital deduction is perhaps the best-known estate tax reducer. It also is among the most misused planning devices. While powerful, the mari-tal deduction also can trigger higher taxes or other headaches. The marital deduction is straightforward. The estate executor totals the value of all assets owned by the deceased to arrive at the gross […]
How to Maximize Medical Expense Deductions
Medical expense deductions are the elusive goal of many taxpayers. With higher medical expenses than others, retirees are the taxpayers most likely to be able to deduct their medical expenses. They can maximize those deductions by knowing the rules. The definition of deductible medical expenses is broad. Qualified medical expenses, however, can be deducted only […]
Empty Nesters: Move or Remodel?
An as retirement approaches an important issue for empty nesters is what to do with the family home. The homeowners can move to a more suitable home, usually by downsizing into a smaller residence. The other choice is to remodel the home to make it more compatible with the new lifestyle. Often, remodeling was considered […]
Life Insurance: How Much Do You Need?
Few people own the right amount of life insurance, because there probably is truth in the adage that life insurance is sold, not bought. Most people avoid the topic until they have to address it. Those that do seek out life insurance often receive all their advice from one commissioned agents instead of from several […]
