Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
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The signs are we’re in or nearing a good time to look at a vacation home or second home, I wrote in our September 2012 visit. That turned out to be true. Prices have recovered in many popular vacation and second home areas, and forecasts are for reasonably steady demand as long as interest rates […]
Annuities offer several benefits when you begin receiving distributions. You receive guaranteed income that lasts for life, no matter how long you live. The insurance company takes on the risks of low investment returns and a long life. You don’t have to worry about scheduling distributions or deciding which assets to sell to raise cash. […]
Here’s the latest and most comprehensive retirement financial planning guide. All the key financial issues of retirement are answered: How will you pay for retirement medical expenses? When should you begin Social Security benefits? When should you retire? How do you ensure you won’t run out of money in retirement? Should you buy long-term care […]
Retirement and retirement planning are changing. They were changing before the bear market of 2000-2002, the recession of 2001, and before Sept. 11, 2001. Significant trends were already afoot that changed many aspects of retirement and retirement planning: the cost of retirement, pensions, health care, housing, the financial markets, estate planning, tax planning, and many […]
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It is past time to consign to the dustbin of financial history another long-time financial rule of thumb. I hear it regularly when making presentations. People say, “I thought it never was a good idea to buy an annuity in an IRA.” That used to be reasonable advice but no longer is in many cases. […]
There’s an advantage in the medical insurance changes of the last few years, and few people are maximizing it. The Afford-able Care Act of 2010 of course changed insurance for pre-retirees, whether they buy individual policies or have employer-provided coverage, and you need to know how to use the changes to your advantage. The major […]
Don’t close your 2014 income tax return files just yet. You should use that tax return to plan for the rest of this year and next year. Tax planning should be a year-round activity these days, and last year’s tax return is the best place to start. The federal income tax return also is one […]
Too many people are told that because they are seasoned IRA owners, they’re too old to convert a traditional IRA to a Roth IRA. Converting a tradition-al IRA to a Roth IRA can be a good idea at any age, if the circumstances are right. Unfortunately, I still hear from too many people who were […]
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