Retirement Articles
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The Most Important New Tax & Retirement Changes [Pandemic Update]
Some special tax and retirement plan rules were created in 2020 in response to the COVID-19 pandemic. Congress recently extended one of them with some modifications but let another expire. One provision gave taxpayers more than 60 days to roll over IRA distributions to the original IRA or to another qualified retirement plan. The provision […]
Bob’s Journal for 2/18/21
Some Notable Events That Grabbed My Attention This Week We had a very successful conference call last week with thousands of subscribers. (A replay is available here.) As I mentioned in last week’s Bob’s Journal, many questions were submitted in advance by email and a number of listeners wanted to ask questions on the call. […]
The Tax Law Changes Retirees Likely Haven’t Heard About
In late December, Congress passed – and former President Trump signed into law — the longest legislation they ever have. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but there was a lot more in the law. Some tax law changes were overlooked […]
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16 Estate Planning Mistakes People Make That You Need to Avoid
Estate planning has either been in the background or labeled an afterthought for many people in recent years. The reasons for that are fading. If you have not done so, it’s time to create or revise your estate plan. In this month’s Retirement Watch Spotlight Series, I take a detailed look at the most frequent […]
Bob’s Journal for 2/11/21
Some Notable Events That Grabbed My Attention This Week We had another successful teleconference with our subscribers yesterday afternoon. Many questions were submitted in advance via email, and there was a long queue of callers with questions during the event. We could deal with only a fraction of the questions during the call, so I’m […]
“The Big Steal: How the Stimulus Package Could Take Your Retirement Savings Now” Conference Call 2/10/21
Welcome to my subscriber-only conference call: The Big Steal: How the Stimulus Package Could Take Your Retirement Savings Now. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
Is Social Security Still Shortchanging Beneficiaries?
Before I answer this question, here are two very important reminders (when it comes to your retirement money)… You don’t ask the IRS to help you pay the lowest taxes possible, and you shouldn’t rely on the Social Security Administration (SSA) to ensure you receive the maximum benefits. I’ve heard many anecdotal reports over the […]
