Retirement Articles
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Revealed: Tax-Saving Secrets Of The Rich
Few things indicate wealth, success, and good works like having your own charity. For generations, the super wealthy have had their own charitable foundations. Foundations come with a lot of restrictive rules and are expensive to maintain. Now, innovations make it possible for anyone to have a charitable foundation at very low cost and with […]
Secrets Of Effective Gift-Giving
To paraphrase Archie Bunker, from a holiday episode of “All In The Family,” the gift-giving season is at our throats again. Gifts are a great estate planning tool, because they get property out of your estate and to your heirs ? and the gifts can avoid taxes. Let’s look at ways to ensure these gifts […]
How to Beat High Mutual Fund Taxes
Mutual fund investors have both the tax law and the markets working against them this year. On top of mediocre returns, many funds are making very high taxable distributions to shareholders. That cuts into your after-tax return. But you can beat this double whammy and walk away with much of your hard-earned gains intact. The […]
Best Variable Annuity Strategies
Investors continue to pour money into variable annuities, many for the wrong reasons. It’s easy to understand why. Variable annuities are complicated. They also pay high commissions, encouraging strong sales efforts. Perhaps that is why about 14% of IRA-owners have all or part of their IRAs in variable annuities. Or why 11% of variable annuities […]
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How to Make the Nest Egg Last?
What return or yield do you need to make your nest egg last? How much can you safely withdraw from your retirement fund? Those are the key questions of retirement, because no one wants to run out of money. More people are asking these questions since interest rates settled near their lowest levels in decades […]
Strategies to Protect Your Estate Plan
What’s the biggest problem with most estate plans? Often it is not taxes or cash flow. Many times the biggest problem is the trustee or executor that was appointed to carry out the estate plan. Trusts usually are a key part of the estate plan. How the trustee administers the trust determines the quality of […]
The New Health Care Orphans
It looks like a Medicare experiment is coming to an end. Many seniors are losing the option of receiving their Medicare-covered health care through health maintenance organizations (HMOs). Over 1 million seniors will be dropped from their HMOs next year, because the HMOs are leaving the Medicare program. Over 900,000 of these seniors will have […]
How to Teach Grandkids Wealth Management
It is nice to give wealth to grandchildren. But an even better gift can be to teach them how to multiply and manage their wealth the rest of their lives. Youngsters today are more financially savvy than any prior generation. They own investments, have such high discretionary income that retailers pitch to youngsters, and even […]
