Found 3640 Articles.
Get access to 4377 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Moving is becoming harder than ever. I’m not referring to the significant expense and work needed to transport your goods from one home to another. That hassle and cost could be a drop in the bucket. The real problem is convincing the different states involved that you really have moved. Because of aggressive and contradictory […]
If Congress does not act, income taxes will rise for many of us in 2006. As we go to print, Congress had not stirred itself to extend a number of popular and important tax breaks that will expire at the end of 2005. Congressional tax leaders weren’t even sure that they would be able to […]
The promotions for the Medicare prescription drug program are starting and will become intense for many of you over the next few months. Take your time to analyze the choices. If you are eligible for Medicare now, you are eligible for the prescription drug program. Sign ups for the plans can start Nov. 15. The […]
Retirement planning boils down to solving two problems: providing an income for life, and ensuring that income retains its purchasing power. Running out of money and watching the purchasing power of one’s income erode are two of the greatest retirement fears. Financial services companies constantly are developing products and strategies to alleviate these fears. As […]
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
Hurricane Katrina and other factors put on the back burner permanent changes to the estate and gift tax. The plan was to have a permanent change to the estate tax enacted in fall 2005. For now, however, we continue to live with the scheduled phaseout that was enacted in 2001. Under this schedule, taxes will […]
Most retirees were misinformed about taxes. They were told that their income tax rates would decline in retirement. The unfortunate truth is that for many people, income tax rates stay the same or rise after retirement. In fact, retirees often face the highest marginal tax rates (the rate on the last dollar of income earned) […]
American seniors can take equity out of their homes without moving. They also don’t have to make payments during their lifetimes while they live in their homes. Reverse mortgages were almost unknown when I first wrote about them more than a decade ago. Now, they are much better known but are greatly misunderstood. Only 8,200 […]
The trends that boosted our portfolios ahead of the indexes this year are likely to last another quarter or more. As more and more investors notice our returns and invest with us, it will become time to move into other investments. We aren’t at that point yet, but I’m already drawing up a short list […]
Log In
Forgot Password
Search