Retirement Articles
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The Economy, Markets Start to Turn
The U.S. economy is stronger than many people realize, and growth is likely to accelerate. That affects stocks, bonds, gold and more. Parts of the economy were hurt badly by the pandemic and continue to struggle. Other sectors of the economy, however, held their own or even surged during 2020. The focus on hurting households […]
When to Use an IRA To Fund Your HSA
Health savings accounts (HSAs) are the best retirement planning tool available, and there’s a little-known legal trick that can help fully fund an HSA. An HSA has three powerful tax benefits. Contributions to the account are tax deductible or excluded from gross income, when an employer makes them. The account can be invested, and income […]
How to Take Tax Write-Offs for Helping Relatives
It is very common for family members to help other family members. It also is common for these families to leave money on the table by not taking all the tax breaks they could from these situations.Often, adult children provide financial or other support for their parents, though other situations do arise. Sometimes, the help […]
Tax Court Shows Risks in Self-Directed IRAs, Unconventional Investments
A self-direct-ed IRA is a good way to invest your retirement account in non-traditional investments. But a recent Tax Court decision shows the dangers of taking shortcuts and not setting up and operating the IRA the right way.In the case, the taxpayer had a SEP-IRA. The custodian was a national bank. The taxpayer set up […]
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The Times When the Payoff from Converting to a Roth IRA Increases
Should I convert my traditional IRA or 401(k) to a Roth IRA? How much should I convert? These and related questions are being asked more frequently these days. That’s primarily because of a wide-spread belief that increases in income and estate taxes are likely to be enacted in the next year or two. Also, Stealth […]
Prince’s Estate Shows the Importance of Naming Your Executor
Many of us can learn a lesson about the importance of choosing executors from the legal actions involving the estate of Prince Rogers Nelson, the late entertainer known as “Prince.” Prince was a successful musician, entertainer and record producer. He died at age 57 and left a valuable and complicated estate. He apparently left no […]
7 Steps to Ensure a Successful Estate Plan
Your estate plan is much more likely to be successful when you recognize and avoid the most common mistakes and instead take some key actions. Most estate planners will tell you that the same estate planning mistakes and oversights recur with frequency, whether an estate is worth a billion dollars, a few hundred thousand dollars […]
Major Tax Increases Are in The Works
Shortly after the $1.9 trillion stimulus law was enacted, President Biden’s aides began publicly discussing the coming tax increases. But, in fact, the tax increases have already started. Three tax increases were slipped into the stimulus law. They have been estimated to raise tax bills by about $60 billion. One increase limited the amount of […]
