Articles
Hidden Fees are Harming 401(k) Savings
Episode 132 – Hidden fees can have a serious long-term negative impact on a 401(k). And the problem is worse than most people realize. Continue Reading Hidden Fees are Harming 401(k) Savings
The Micro(k)®: A “Next Level” Retirement Plan
Episode 130 – For businesses that employ only owners and their spouses, the Pension Protection Act of 2006 extended an unparalleled opportunity to save significant sums in a tax-favored retirement plan. Conventional wisdom of the past few decades was to use a Simplified Employee Pension (SEP). Now there is another choice that may be far better: The Micro(k)® Plan. Continue Reading The Micro(k)®: A “Next Level” Retirement Plan
How an HSA Can Help You Save for Retirement
Episode 129 – A Health Savings Account may be an excellent way to help supplement your retirement savings as long as you are enrolled in a high-deductible health insurance plan. Continue Reading How an HSA Can Help You Save for Retirement
Conscientious Objectors to Social Security
Episode 128 – The term conscientious objector can be applied to more than just military service. In fact, certain members of the clergy can object to, and thus opt out of, Social Security. Continue Reading Conscientious Objectors to Social Security
Holographic Wills and the Case of Larry King
Episode 125 – Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should. Continue Reading Holographic Wills and the Case of Larry King
Don’t Forget About State Estate Taxes (Particularly in New York)
Episode 124 – You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas. Continue Reading Don’t Forget About State Estate Taxes (Particularly in New York)
Estate Tax Liquidity, Wealth Replacement and ILITs
Episode 123 – Business owners and high-net-worth individuals subject to federal or state estate and inheritance taxes should look into life insurance in an irrevocable life insurance trust for estate tax liquidity and to replace wealth lost to taxes. Continue Reading Estate Tax Liquidity, Wealth Replacement and ILITs
Medicare Changes in 2021
Episode 122 – The Biden administration is just getting warmed up when it comes to Medicare. What are they planning? Continue Reading Medicare Changes in 2021
Don’t Be Like These Famous People—Get Your Will Done
Episode 121 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan. Continue Reading Don’t Be Like These Famous People—Get Your Will Done
Are Coronavirus-Related Distributions Available in 2021?
Episode 119 – Don’t confuse Qualified Disaster Distributions (QDDs) with Coronavirus-Related Distributions (CRDs), which ended in 2020. A QDD is available only for non-COVID-19-related major disasters, such as hurricanes, wildfires, severe storms and other disasters. Learn more here, including the qualifications required to take a QDD. Continue Reading Are Coronavirus-Related Distributions Available in 2021?
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