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Estate Planning

Building the Complete Estate Plan

Many people think they have estate plans but really don’t. I’m not talking about the many people who haven’t done any planning and don’t have even a basic will. I’m talking about people who have taken action on their estate plans and yet have plans that are woefully incomplete. Read more...

IRA Strategies

IRA Mistakes to Avoid in 2016

Your IRAs probably are your most valuable assets or will be after you roll over a 401(k) to one. We review the most frequent and expensive mistakes people make with IRAs. Study them now and resolve not to do them in 2016. Read more...

IRA Strategies

Spotting Overlooked IRA Opportunities

IRAs hold the bulk of most people’s retirement nest eggs. They are vital to successful retirement. Yet, many people leave a lot of IRA money on the table. Read more...

Safety Strategies

Closing the Door to Your Greatest Fraud Risk

The recent headlines about the theft of tens of millions of personal information from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. Read more...

Tax Planning

Planning This Year with Last Year's Tax Return

Don't close last year'sincome 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. Read more...

Estate Planning

Estate Tax Tricks, Traps for Married Couples

Too many married couples are making a big mistake. They believe current estate tax law exempts them from having to plan or consider estate taxes in their plans. That misunderstanding could lead to problems. While the estate tax law enacted in early 2013 has many benefits, you need to know how to maximize them.Read more...

IRA Strategies

Avoiding Expensive IRA Mistakes

Of course, IRAs are among the most valuable assets many people own, especially after 401(k) balances are rolled over to IRAs. One or two oversights can put a lot of extra money in the IRS’s hands.

Though many IRA owners aren’t aware of the pitfalls, the IRS is. A few years ago it did a study that found many people don’t follow the rules properly and the IRS was missing a lot of extra taxes and penalties by not closely auditing IRAs. The IRS has since modified its procedures and is taking a closer look at IRAs. Read more...

Cash Flow Strategies

Strategies for Spending Your Nest Egg

The missing link in many retirement plans is the withdrawal, distribution, or spending strategy. Accumulating for retirement is the easy part, and many people enter retirement with what seem to be adequate resources. Yet, a high percentage of Americans die owning their home equity and little more. Most rely heavily on Social Security to fund spending in their later years.Read more...

Annuity Strategies

Finding Safe, Guaranteed Income

Protect my principal, and guarantee my income. Those are the goals of many investors today, especially those in or nearing their post-career years. Now that the equity markets no longer are rising steadily upward, investors aren’t looking for ways to match or beat the indexes. Read more...




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