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How should retirees handle the health care limbo
The number of retirees in “health care limbo” is rising, and could rise quite a bit over the next few years. Health care limbo is that period when a retiree is not covered by an employer or other private health plan and is too young to apply for Medicare. People get in health care limbo […]
Estate Planning Strategies for Tax-Wise Funding of Grandchild’s Education
Grandparents and their adult children agree: A critical concern for both is how to pay for the education of the grandchildren. The grandparents, of course, can help. By using the tax law effectively, you can help pay for a grandchild’s schooling with the lowest cash outlay possible. Last year, Congress created the Education IRA. These […]
The End Of Swiss Annuities
Ever so quietly, the IRS ended the tax benefits of most Swiss and other foreign annuities. The deed was done through a set of regulations designed to end some “retirement certificates of deposit” issued by a few banks. These CDs were designed to earn tax-deferred interest while being guaranteed by the Federal Deposit Insurance Corporation. […]
How to Use Your House to Increase Wealth
Many of you have achieved that ultimate financial goal of owning a home debt-free. As comforting as that is, it might not be the best financial move. Home equity can be a low risk way to increase your after-tax wealth, especially in this era of low cost, low interest rate, easy-to-get home equity loans. I’ve […]
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7 Simple Estate Planning Strategies To Protect Assets
I’ve never been a big fan of offshore trusts and other exotic strategies to protect your assets from lawsuits and creditors. They are expensive, you might have to deal with questionable people, and it is not even clear the strategies really work. Some recent cases show that these strategies don’t exactly build a rock-solid fortress. […]
How to Keep Control During a Major Illness
I have a friend who still is jealous of Malcolm Forbes. The owner and publisher of the magazine bearing his name died in his sleep of a heart attack, apparently never feeling any pain or knowing he was dying. Most people prefer that kind of death with dignity and say they definitely don’t want a […]
A Tax Break With Steady Income for Retirees
The old tax shelter industry promised something it couldn’t deliver: Tax breaks followed by a stream of income. Those limited partnerships never seemed to deliver the income, and some of the tax breaks were disallowed. But there is a strategy that will deliver current tax breaks with lifetime income, and it is tailor-made for retirees. […]
Estate Planning Steps For Saving The Family Business
It’s time I had a talk with the business owners out there. The sad fact is that, even if you follow all the Estate Planning advice I give, few of those businesses will survive to benefit your children. And a scant few will benefit your grandchildren. But that doesn’t have to happen. Lack of preparation […]
