Retirement Articles
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Bob’s Journal for 7/16/20
Some Notable Events That Grabbed My Attention This Week Good News on the Coronavirus Front There has been a surge of positive news in the last few days about the prospects for one or more vaccines against the coronavirus. The German firm BioNTech, which is partnering with Pfizer on a vaccine, is indicating it plans […]
Heirs and Beneficiaries – Why Traditional Estate Plans Won’t Work for Modern Families
The make-up of the modern family has changed quite a bit over the years. Therefore, traditional estate plans won’t work well for many families these days. A traditional plan is for couples who are in their first and only marriage and have only kids from that marriage. Different plans, tools, and strategies might be needed […]
The Best IRA Planning Ideas After the SECURE Act
It is time to review the best ideas for executing an end-around of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Many financial and estate plans were upended by the passage of the SECURE Act in December 2019. Most notably, the SECURE Act eliminated the Stretch IRA, which had been a mainstay of […]
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Bob’s Journal for 7/9/20
Some Notable Events That Grabbed My Attention This Week The Wealthy Cut Their Spending There was a lot of interesting information below the headlines of the recent reports on income and spending. The stimulus programs Congress enacted beginning in March were designed to replace income that households and businesses lost due to stay-at-home policies. The […]
Bob’s Journal for 7/2/20
Some Notable Events That Grabbed My Attention This Week I’ve been saying it for a while, but other analysts are coming around to my view of the economy. Investors and analysts have been trying to predict which letter of the alphabet the economic recovery from the pandemic will most resemble. Initial predictions were for a […]
What is an Ordinary Annuity and How Does it Work?
Definition of an Ordinary Annuity An ordinary annuity is a series of equal payments that are made at the end of each consecutive interval period for a specific length of time. In other words, the annuitant receives payouts at the end of each month, the end of each quarter, or the end of another specific […]
What is a Fixed Annuity and How Does it Work?
Definition of a Fixed Annuity Under a fixed annuity contract, also known as a fixed deferred annuity, the annuity owner makes a deposit with the insurance company and the insurance company guarantees the annuity account will be credited with interest at a specified, guaranteed interest rate. The interest credited to a fixed annuity account is […]
