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This year might be the best year for many of you to convert all or part of a traditional IRA to a Roth IRA. Roth IRAs are one of the most powerful retirement and tax planning vehicles. Earnings compound free of taxes. Distributions of the principal always are tax free, and distributions of income and […]
We’re approaching a crossroad in estate planning, and many of my readers are among those who most need to take action before we reach it. Few people today have to worry about federal estate and gift taxes, be-cause of the high level of exemptions. The 2017 tax law doubled the individual exemption to $10 million. […]
Everyone needs an estate plan, no matter how much or how little money is involved. For example, you need an estate plan even if you don’t expect to owe taxes on the estate. It is more important to decide who should receive the wealth, how much each should receive and when and how the wealth […]
Some Notable Events That Grabbed My Attention This Week This is a good time to put your long-term care plan in order, so you won’t have to suffer the way many long-term care facility residents have during the pandemic. A high percentage of the novel coronavirus infections and fatalities have been residents of U.S. nursing […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]
Most people are concerned about the financial futures of their grandchildren and even great-grandchildren- more so than the security of their own children. After ensuring their own retirement years are secure, many people tell survey takers the security of the third and fourth generations is their next worry. Apparently they believe their children can take […]
There are four basic strategies for reducing estate taxes: Reducing assets from the gross estate Removing future appreciation from the gross estate Increasing deductions, and Buying life insurance Within those four strategies are many options. Not all will be appropriate for you. But there are quite a few strategies – and it’s always good to […]
The economy has been in a recession or worse since mid-March. What will happen next? How should you respond? This month’s Retirement Watch Spotlight Series is the semiannual Investment and Economic Review, and we’re going to take a deep look at those issues. The data reports are way behind what we know is happening in […]
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