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More Articles on Retirement Planning

Secrets to Boosting Social Security Benefits

Click here to view the IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties for IRA special report. […]

Bob Carlson’s Guide to Inheriting IRAs

Click here to view the IRA Investment Guide: A Road Map for Avoiding the Tax Traps and Penalties for IRA special report. […]

estate planning

10 Steps to Avoid the Probate Process

Happy New Year! A few months ago on the pages of Retirement Watch Weekly, I shared a story called: What You Need To Know about the Probate Process. This was a very popular topic with my readers, so I decided to expand on it. Let’s begin with a recap of exactly what probate is. In […]

The New Rules of Estate Planning

To read the special report, please click here.

why-triple-tax-benefits-are-not-for-everyone

Everything You Need To Know About the Net Investment Income Tax (NIIT)

The NIIT is the least-known of the Stealth Taxes and the one most likely to surprise retirees. The Net Investment Income Tax (NIIT) was created in the Affordable Care Act. It was labeled a Medicare surtax, but the proceeds go into general revenues…not the Medicare trust fund. The NIIT is a 3.8% tax on the […]

IRA

Is It Time To Re-Think Your Post-Election Retirement Plan?

The 2020 election is over, and not much changed. Not much will change for at least several months. After major elections, regardless of the results, I urge my readers not to overhaul their retirement plans and portfolios in response to the election. Too often, I hear ”experts” advising investors to make significant changes because of […]

estate planning

Year-End 2020 Planning: Unique Tax Strategies for a Unique Year

2020 was a special year, unlike anything we have never seen. As it draws to a close, it will require some unique year-end tax planning. With the new administration set to take office in less than two months, taxes are likely to increase soon. The only issues are when they’ll increase and who will bear […]

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January 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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