Retirement Articles
Found 3640 Articles.
Get access to 4376 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
7 More Essential Trusts You Need to Know About
Trusts are vital to most estate plans, even plans of moderately valued estates. Trusts are likely to be more widely used in the coming years. Today’s generous estate tax exemption is slated to expire after 2025, and there is a good possibility that after this year’s election there will be a movement to reduce the […]
How To Create an Estate Plan for Those with Special Needs
Estate planning typically focuses on healthy people and their families. Many families, however, have one or more members with chronic illnesses or conditions. That changes the estate planning equation. The person with the illness or condition might be the estate owner or a loved one of the owner, especially a child. In either case, the […]
Top 20+ Tax Planning Ideas for the Rest of 2020 and 2021
Taxes, especially income taxes, are one of your largest retirement expenses. Today, we have a unique opportunity to reduce our lifetime income taxes. While federal income tax rates are very low and are likely the lowest they will be for the rest of your life, many of the tax breaks in the 2017 law are […]
Some Notable Events That Grabbed My Attention This Week
Some Notable Events That Grabbed My Attention This Week Gold and silver finally are taking a break from their runs to historic highs. As of last Friday, the iShares Gold Trust (IAU) was up 33.59% for the year to date. A lot of that return came in a strong run from June through last Friday. […]
SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES
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.
Bob’s Journal for 8/6/20
Some Notable Events That Grabbed My Attention This Week The stock market appears to be dividing into an increasingly smaller group of haves and much larger have-nots. The Nasdaq 100 has been the best-performing index for a while. But most of its members have not participated in the latest surge. For example, though the index […]
How To Create a Trust for Your Heirs (Part 2)
In last week’s edition of Retirement Watch Weekly, I presented How To Create a Trust for Your Heirs. There are a few more important provisions and clauses for setting up beneficiary trusts, so let’s get right to it. Matching Trust: This is another clause designed to pay out trust principal only when the beneficiary has […]
Bob’s Journal for 7/20/20
Some Notable Events That Grabbed My Attention This Week Two headlines in today’s Wall Street Journal show how the pandemic has upended the economy. In fact, the economy has changed rapidly. In addition, some businesses have been helped while others have been hurt badly. One headline said, “U.S. Economy Posts Sharpest Downturn on Record.” It […]
Who’s Winning the Tug of War?
Policymakers started losing the tug of war during the summer.In the June issue, I said the fate of the economy and markets depended on the outcome of a tug of war. On one side is the coronavirus. Its effects are cur-tailing economic growth.On the other side is fiscal and monetary stimulus from the central bank […]
