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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 […]
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 […]
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 […]
The greatest retirement planning fear of most people is the possibility of outliving their money. One way to avoid that fate is to save a lot and invest well during the accumulation years. Those steps are widely discussed. Less attention is devoted to the second part of the retirement plan, the withdrawal phase. Gone are […]
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.
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 […]
Changes are occurring that could make long-term care insurance more attractive to consumers. These changes, plus some shrewd moves by policy buyers, can ensure that more consumers have protection from the expense of long-term care at an affordable price. One change that has been taking place over the last few years is consolidation of the […]
In last month’s visit I pointed out that the kiddie tax rules changed recently and would change again soon. The amendment occurred sooner than expected. The tax changes were put in the Iraq War funding bill in May (along with an increase in the minimum wage), and the details make the Kiddie Tax more restrictive […]
A way to combine two tax benefits and receive a stream of income for life is the charitable gift annuity. Once an obscure vehicle, gift annuities are becoming more popular as the Baby Boomers age and charities become more sophisticated. The charitable gift annuity is a simple concept. An individual transfers wealth to a charity. […]
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