Retirement Articles
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This Could be the Best Time to Make Low-Interest Family Loans
The low- or no-interest family loan is one of the best strategies to hedge against the numerous changes proposed in income and estate taxes and take advantage of today’s low interest rates. A family loan reduces income and estate taxes under the current law but also has flexibility so it can be adapted to almost […]
Ignore This IRS Mistake on Inherited IRAs
The IRS recently issued an interpretation of the SECURE Act that surprised most, if not all, professionals who have reviewed the law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted in December 2019, contained a number of provisions related to retirement and estate planning. One of those provisions eliminated the Stretch IRA […]
The New Post-Pandemic IRA Strategies
A lot has changed about IRAs in the last couple of years, and more changes are coming if the president and majority in Congress have their way. It is important to reassess your strategies. Required minimum distributions (RMDs) don’t have to begin until age 72 for anyone who turns 72 after December 31, 2019. Contributions […]
The Inheritor’s Trust
The Inheritor’s Trust is dramatically under-used, which is remark-able considering its significant benefits. Estate planning usually is done by one generation at a time. The oldest members, for example, decide how they want to disburse their assets among their children and perhaps their grandchildren. Their adult children do their own estate plans, and those plans […]
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This is the Year to Ensure Your Estate Plan Has Maximum Flexibility
Fellow Investor, If you have an estate valued at $3 million or higher… You’ll want to have more flexibility in your estate plan this year. That’s because the estate and gift tax law is likely to change soon. You should act now to avoid the worst effects of the new law. But your plan needs […]
Are There Required Minimum Distributions For Annuities?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The required minimum distribution rules apply to qualified annuities. A qualified annuity is […]
Bob’s Journal
Some Notable Events That Grabbed My Attention This Week The MoneyShow is back in person in Orlando, and I’ll be there. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. In addition to me, speakers include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navallier. Click here to register […]
Do 401(k)s Have Required Minimum Distributions (RMDs)?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of a qualified retirement plan. RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The rules apply to all qualified retirement plans, including traditional IRAs and 401(k)s. But the rules that […]
