Inherited a Traditional IRA From Your Spouse? Here Are Four Options
Inherited a Traditional IRA From Your Spouse? Here Are Four Options From: www.retirement.tips If you lose your husband or wife, the last thing you’ll want to deal with is making…
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Medicare Is Confusing, But It Doesn’t Have to Be
Medicare Is Confusing, But It Doesn’t Have to Be By Sharon Wagner (www.seniorfriendly.info) Twenty-three percent — that’s the number of seniors who stated that reviewing their Medicare plan was the…
Estate Planning an Essential Step for Every Retiree
…a joint trust. It was once common practice for high earners to set up separate trusts, so that the combination of the two wouldn’t trigger the estate tax. In 2010,…
Should Annuities Provide Your Retirement Paycheck?
…investing strategy and other investments in your portfolio need to compensate for inflation. Investing in commodity funds, energy, and growth stocks can be a good way to hedge your bets….
The High Cost of Investing Like a Daredevil
…fact, a simple portfolio composed of 60 percent stocks and 40 percent bonds never produced a loss over any 10-year stretch in nearly 90 years. The average annual return for…
DIY Estate Planning Has Its Risks
…could always ask an attorney to review his work if concerns arose. However, people with significant and more-complicated assets, complex family situations or other out-of-the-ordinary circumstances likely need more-sophisticated advice…
5 Cardinal Rules Of Retirement Planning
…of the market index, never participating in downside loss. Therefore, removing 100% of the risk of losing your money instantly achieves this first rule. It locks in any and all…
10 U.S. States That Tax Your Social Security Benefits (and How)
10 U.S. States That Tax Your Social Security Benefits (and How) From: legalguidancenow.com Are Social Security benefits really taxable? Well, yes and no; it all depends on the state you…
About REAP
…next session close to you, please view our events or contact us. REAP in Bloomberg Businessweek Listen to David H. Morgan describe REAP on KOOL 100.9 FM: https://retirementestateplan.com/wp-content/uploads/audio/DavidMorganInterview-SeniorExpo.mp3 For a…
Tax Law Changes Affecting Your Clients
Tax Law Changes Affecting Your Clients From: thinkadvisor.com Yes, it’s tax filing season again, already!! And again for this year, we had some tax laws extended by Congress through 2016…
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