Retirement Articles
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“The Three Things You Must Do Before the End of the Year” Conference Call 11/19/20
Welcome to my subscriber-only conference call: The Three Things You Must Do Before the End of the Year. Click on the link above to listen to the conference call.
The Return of Premium LTC
Click the PDF below to read this Special Report. […]
The Bombshell Battle Plan: How To Defend Against the IRS’ Secret Weapon
Click the PDF below to read this Special Report. […]
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In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
What You Need to Know About the Prescription Coverage Gap
It’s something Medicare beneficiaries often have trouble understanding. I’m talking about the prescription drug coverage gap, also known as the “doughnut hole” or “donut hole.” The coverage gap was part of the original Part D prescription drug program, but it has been changed several times since its inception in the 2000s. There were additional changes […]
Gold: Why It’s Important to Have Some In Your Portfolio Now
Gold has been a top-returning investment for the last couple of years, especially since the pandemic began. Many investors are wondering if it is too late. Have they missed the chance to profit from gold? I answer these questions, and more, in the latest Retirement Watch Spotlight Series online seminar. I won’t keep you in […]
How to Get an Estate Tax ID Number
The federal estate tax is a tax paid after a person’s death on the value of the person’s property. A large amount of an estate is exempt from the federal estate tax. In 2021, the exempt amount is $11.7 million. The amount is indexed for inflation each year. So, only the wealthiest estates […]
How to Reduce or Avoid Estate Taxes
The federal estate tax is a tax on the value of property a decedent owned at the time of his or her death. The tax is paid only by estates that exceed the exemption amount, which is $11.7 million for 2021. It is indexed for inflation each year. Tax rates range from […]
