Retirement Articles
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10 Steps to Avoid the Probate Process
Happy New Year! A few months ago on the pages of Retirement Watch Weekly, I shared a story called: What You Need To Know about the Probate Process. This was a very popular topic with my readers, so I decided to expand on it. Let’s begin with a recap of exactly what probate is. In […]
The $125,000 Life-Time Tax-Free Income Stream
Click the PDF below to read this Special Report. […]
Bob’s Journal for 12/31/20
Some Notable Events That Grabbed My Attention This Week Reporting New Tax Law Surprises Congress recently passed, and the President signed into law, the largest legislation — by volume — ever approved by Congress. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but […]
Everything You Need To Know About the Net Investment Income Tax (NIIT)
The NIIT is the least-known of the Stealth Taxes and the one most likely to surprise retirees. The Net Investment Income Tax (NIIT) was created in the Affordable Care Act. It was labeled a Medicare surtax, but the proceeds go into general revenues…not the Medicare trust fund. The NIIT is a 3.8% tax on the […]
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Bob’s Journal for 12/24
This 2020 Holiday Season Will Be Different But Not the Worst This 2020 holiday season will be different for Elaine and me, as I’m sure it will be for you. While we have been healthy, our traditions have been shattered. We will have a small Christmas dinner with another couple in the neighborhood who we […]
Is It Time To Re-Think Your Post-Election Retirement Plan?
The 2020 election is over, and not much changed. Not much will change for at least several months. After major elections, regardless of the results, I urge my readers not to overhaul their retirement plans and portfolios in response to the election. Too often, I hear ”experts” advising investors to make significant changes because of […]
The Economy Slows, But Powers Through the Headwinds
Economic growth slowed in recent months, and much of the economy still is at depressed levels. Yet, the economy is doing better than expected. The big question for me has been how well the economy would hold up once the fiscal stimulus began winding down after July. While the rate of growth slowed substantially, the […]
Tax-Wise Ways to Handle the Second Home or Vacation Home
Most owners of second homes leave a lot of money on the table, especially when it is time to sell the house or pass it on to the next generation of owners. There are three basic choices for transferring ownership of the second home, but the details of each option are flexible. Most vacation homes […]
