Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Income Tax Planning in Retirement

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Capital Gains & Investments for Seniors

Tax Deductions and Retirement

Found 139 Articles.
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A Roth IRA – For Your Grandchild’s Retirement

March 1, 1998

I keep scratching for traps in the new Roth IRAs. Surely Congress and the President wouldn’t create a vehicle with a genuine incentive to save and invest, I cynically think. But it is tough to find a major trap in the Roth IRA. In fact, there seem to be many attractive ways to use Roth […]

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Tax-Advantaged Ways The Business Can Support The Whole Family

February 1, 1998

If the people I know are any indication, many of you are supporting more than one generation of your family, or anticipate doing so in the near future. You might be supporting family members who were independent for years. Perhaps one or more of your parents or siblings needs help now. Or one of your […]

deducting-investments-as-a-busines

Deducting Your Investments As A Business

January 1, 1998

The only “job” most retirees have is managing their portfolios. It probably is one of the most important jobs you’ve ever held. The portfolio has to help meet expenses for the rest of your lifetime, and it will be part of any legacy you leave. If you are like most retirees and pre-retirees, there is […]

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