From: www.kiplinger.com
The stage is set for higher tax bills and surcharges for retirees, if they’re not careful. From RMDs to taxes on Social Security and higher Medicare premiums, watch out for these three traps.
More people are going to retire in the next 15 years than have ever retired in the history of our country. By 2030, the Census Bureau projects we’ll reach the…
From: www.retirement.tips
If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what to do with assets they left to you.
While it’s not something that any of us like to think about, understanding your options ahead of time can simplify your life, help you avoid undesirable tax consequences, and let you…
From: aviv-clinics.com
A landmark study in Israel has found that hyperbaric oxygen therapy (HBOT) reverses two key biological signs of aging in humans – the first study to ever make this finding. Published in the peer-reviewed journal Aging, the study shows that it is possible to target and reverse the aging process at the basic cellular-biological level….
From: www.fa-mag.com
Change is in the air. And since the tax law is involved, you can be certain that “change” doesn’t mean the final version.
At the moment, no one knows for certain what will happen to taxes in the United States, but people do know rates are far more likely to increase than decrease. In the immortal words of Jimmy the…
Go to page: Planning and Paying for Long-Term Care: What You Need to Know
By Ted James
While planning for long-term care for yourself or a loved one can be emotionally challenging, doing so can help reduce stress and minimize financial strain. Anticipating, preparing for, and financing long-term care seem like a daunting process; however, a little research and preparation, as laid out here by Retirement & Estate Advisors & Professionals (REAP), can make this process much easier.
As the Association for Long Term Care Planning notes, it is…
From: www.morningstar.com
Since you can’t really avoid risk, you might as well take control of the situation.
Risk, it seems, is a four-letter word.
That’s true in the literal sense, of course. But it’s also no stretch to say risk carries a negative connotation for investors. True, the market is clipping along in 2021 (the S&P 500 is up more than 8% as of early April, on…
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Go to page: Strategies for Managing Lifestyle Inflation
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
More money means more spending power.
When a promotion at work or a lucrative investment puts more money in your pocket, you’re naturally inclined to treat yourself. But are you still finding the right balance between spending and saving for the future?
Keep these guidelines in mind if you want to keep lifestyle inflation under control.
Recognizing the Trend
Lifestyle inflation is…
From: www.wealthmanagement.com
Many investors implement a year-end tax-loss harvesting strategy with their municipal bond portfolio. Limiting loss harvesting to year-end, however, reduces its benefits. It may be time to implement a managed year-round tax-loss harvesting strategy instead.
Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. All too often, this occurs only toward year-end….
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