Retirement Articles
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How to Maximize the Tax Benefits of Estate Planning Gifts
You need to plan on how to minimize taxes on lifetime gifts, even when the federal estate and gift tax isn’t a factor. Because of the $11.6 million lifetime federal and gift tax exemption, most people don’t have to worry about owing gift taxes on their lifetime giving. Most people also don’t need to make […]
Understanding the Risks of Estate Plan Mistakes and Neglect
Many people have their estate plans on the backburner. Two fairly recent cases show why procrastinating about or neglecting an estate plan is dangerous. In the first case, a family corporation’s ownership was divided among the husband, wife, and two adult sons. The wife passed away first. There apparently was no will, and no estate […]
7 Questions Your Adult Children Must Be Able to Answer
A high percentage of estate plans fail. The failures usually aren’t because of problems in the documents that make up the basic plan. Estate plans fail because the people who implement them aren’t well-informed about key details. This is a very important topic. To a large extent, the level of knowledge that your adult children […]
Bob’s Journal for 3/12
Many of you have seen and asked about promotions for Retirement Watch that offer a book, “The New American Retirement Plan.” This book and the promotion are a way to introduce new readers to the newsletter. You’ve seen all the material in the book, because it was taken from past issues of the newsletter. That […]
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Bob’s Journal for 3/5/2020
Some Notable Events That Grabbed My Attention This Week On Monday, I was the guest on Jordan Goodman’s podcast, Money Answers, broadcast live on Voice America. We covered a wide range of retirement finance issues. You can listen to a recording of the interview at your leisure by clicking here. It’s also available on the […]
How the IRS Taxes Your Wealth & Estate
If you’ve ever wanted to know how to reduce or even eliminate your estate tax… It’s best to first understand how the IRS taxes your wealth. Here’s the computation, in a nutshell: Your Gross Estate… Minus Deductions allowed (administrative expenses, funeral expenses, losses, debts, charitable contributions, marital deduction) Equals Your Taxable Estate Adding Lifetime Taxable […]
Some Notable Events That Grabbed My Attention This Week
Market and economic news in the last week were dominated by a factor from outside the markets and economy: the coronavirus that’s spreading around the globe. Also known as COVID-19, the virus has infected more than 82,400 people and killed 2,804 worldwide, as of Feb. 27, according to the New York Times. The most important […]
How to Navigate the Gap in This Market Cycle
Did we skip a phase or two in this investment and economic cycle? It looks like we did, and investors should notice what happened. Indeed, a typical investment and economic cycle has four main phases. There’s peak growth, which is followed by a decline. The decline ends in a trough, which is followed by a […]
