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Retirement Articles

Found 3115 Articles.
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Estate Planning Strategies for Tax-Wise Funding of Grandchild’s Education

August 1, 1998

Grandparents and their adult children agree: A critical concern for both is how to pay for the education of the grandchildren. The grandparents, of course, can help. By using the tax law effectively, you can help pay for a grandchild’s schooling with the lowest cash outlay possible. Last year, Congress created the Education IRA. These […]

estate planning

5 Worst Estate Planning Mistakes

August 1, 1998

When I was growing up in suburban northern Virginia, near our home in the midst of the developing sprawl was a large, untouched tract of land in a prime location. Despite the obvious money to be made in developing the land, it sat for a couple of decades. Throughout northern Virginia, similar tracts could be […]

retiree-health-care

How should retirees handle the health care limbo

August 1, 1998

The number of retirees in “health care limbo” is rising, and could rise quite a bit over the next few years. Health care limbo is that period when a retiree is not covered by an employer or other private health plan and is too young to apply for Medicare. People get in health care limbo […]

Swiss-annuities

The End Of Swiss Annuities

July 1, 1998

Ever so quietly, the IRS ended the tax benefits of most Swiss and other foreign annuities. The deed was done through a set of regulations designed to end some “retirement certificates of deposit” issued by a few banks. These CDs were designed to earn tax-deferred interest while being guaranteed by the Federal Deposit Insurance Corporation. […]

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estate planning

7 Simple Estate Planning Strategies To Protect Assets

July 1, 1998

I’ve never been a big fan of offshore trusts and other exotic strategies to protect your assets from lawsuits and creditors. They are expensive, you might have to deal with questionable people, and it is not even clear the strategies really work. Some recent cases show that these strategies don’t exactly build a rock-solid fortress. […]

estate planning

How to Use Your House to Increase Wealth

July 1, 1998

Many of you have achieved that ultimate financial goal of owning a home debt-free. As comforting as that is, it might not be the best financial move. Home equity can be a low risk way to increase your after-tax wealth, especially in this era of low cost, low interest rate, easy-to-get home equity loans. I’ve […]

keeping-control-during-major-illness

How to Keep Control During a Major Illness

July 1, 1998

I have a friend who still is jealous of Malcolm Forbes. The owner and publisher of the magazine bearing his name died in his sleep of a heart attack, apparently never feeling any pain or knowing he was dying. Most people prefer that kind of death with dignity and say they definitely don’t want a […]

escape-hatches-for-trusts

Escape Hatches For Estate Planning Trusts

June 1, 1998

It doesn’t take much to ruin a great estate plan. Many great plans, completed with careful work and good intentions, turn to disasters because of one simple decision – the wrong trustee was selected. Instead of being grateful that their parents and grandparents worked hard to provide for them, heirs become bitter and even resentful. […]

March 2021:

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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