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. […]
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 […]
Keep Your Nest Egg Safe from the IRS Money Grab
To read the special report, please click here. […]
The New Rules of Estate Planning
To read the special report, please click here.
The $125,000 Life-Time Tax-Free Income Stream
Click here to read this special report.
6 Expensive IRA Mistakes & How to Avoid Them
Click here to read this special report.
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 […]
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 […]
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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