Retirement Articles
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Japanese Stocks Catching Fire
The doormat of international financial markets, Japan, appears to be turning around as we anticipated a couple of years ago. At Retirement Watch we have a history of following the Japanese market. Investors with long memories will recall that Japan had the world’s hottest stock market in the 1970s and 1980s. There even were fears […]
Stocks to Hold for the Long Run
We are coming up on the one year anniversary of our portfolio of 15 stocks for the next decade. For those who want to own individual stocks in addition to mutual funds, I created a portfolio of 15 companies that you should be comfortable owning for the next decade. This is not a trading portfolio, […]
How to Maximize the Benefits of a Roth IRA Conversion
Converting a regular IRA to a Roth IRA can be a shrewd financial move. See September’s visit for details. This month we’re going to discuss how to establish a plan that will multiply the benefits of a conversion. There are two key rules that can be used to develop the most effective Roth conversion plan. […]
Your Personal Backup Plan
A natural disaster destroys more than property. It also destroys financial records and other important documents. Many evacuees from Katrina say that they cannot even prove who they are, because they lost driver’s licenses, passports, birth certificates, and other identification in the hurricane and its aftermath. The traditional advice is to preserve important documents in […]
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Setting Up Your Financial Protection Plan – Insurance
Hurricane Katrina has a lot of people thinking about their insurance for homes, autos, belongings, and personal liability. Most people have a lot of their insurance wrong. They have coverage gaps or are paying too much. Don’t wait until you need the coverage to discover there is a problem. Review your insurance every year or […]
Is a Perpetual Trust for You?
Recent laws are making it easier to use dynasty trusts to make wealth last for multiple generations. Not too long ago creating a dynasty trust that lasted for generations was difficult. Those of us who took Estate & Trusts in law school tried to learn the intricacies of something called the Law Against Perpetuities, complex […]
Estate Planning to Leave a Legacy
In our past discussions of Estate Planning, I often have emphasized that estate planning is the process of building a legacy. When people think estate planning is about money, property, and death, they tend to ignore the process. When they realize it is about values and other elements of building and living a legacy, they […]
How to Reduce the Taxes Due on the Sale of Highly Appreciated Real Estate
Many Americans on the coasts or in resort areas are selling homes for far more money than they ever imagined. Their gains often exceed the tax-free limit under federal tax law. In some cases, the home sellers are looking at paying more capital gains taxes than their homes initially cost. There are strategies for reducing […]
