Easy Retirement Know-How Articles listing updated to Feb 1, 2012
| date | article category | title | article key words |
| 01/06/2011 | asset planning | How Does Asset Protection Differ from Estate and Financial Planning | asset, planning |
| 01/02/2012 | asset protection | Use a Land Trust as an Asset Protection Device to Hide Your Real Estate | land trust, trust, asset |
| 01/02/2012 | asset protection | Use a Land Trust as an Asset Protection Device to Hide Your Real Estate | land trust, trust, asset |
| 01/07/2011 | asset protection | Ways for Soon-to-be Retirees to Protect and Preserve Their Assets | protect assets, preserve |
| 01/07/2011 | asset protection | How to Keep Control of Your Elderly Parent’s or Spouse’s Assets | control, assets, spouse, elderly |
| 05/10/2009 | asset protection | Government Asset Protection - Too Much and None Where There Should Be | asset protection |
| 05/10/2009 | asset protection | Coming to Terms with Asset Protection Strategies | asset protection, strategy |
| 03/08/2009 | asset protection | IRAs and Qualified Plans Offer Limited Asset Protection | ira, asset protection, limited |
| 01/05/2009 | asset protection | Four Investments Carry ‘Government’ Asset Protection -But with Limitations | asset protection, protection from creditor, bankruptcy, |
| 02/03/2009 | asset protection | Asset Protection 101 | asset protection, basic |
| 01/12/2011 | estate and gift planning | Having a Will or Not – What’s the Difference | will, probate, estate plannning |
| 01/12/2011 | estate and gift planning | Key Points to Know About a Will | will, probate, estate plannning |
| 01/12/2011 | estate and gift planning | What to Consider When You Make Your Will | will, probate, estate plannning |
| 01/12/2011 | estate and gift planning | Understand Who Gets What under Your Will’s Wording | will, probate, estate plannning |
| 01/12/2011 | estate and gift planning | Use a ‘Pour-Over Will’ for Whatever Doesn’t Get into Your Trust | will, probate, estate plannning |
| 01/12/2011 | estate and gift planning | Two Ways Beneficiaries Can Contest Your Will after You Die | will, probate, trust, estate plannning |
| 01/12/2011 | estate and gift planning | Recognize That Wills and Trusts Differ in Their Attributes and Implications | will, probate, trust, estate plannning |
| 01/09/2011 | estate and gift planning | The Meaning and Avoidance of Probate | probate, avoid |
| 01/09/2011 | estate and gift planning | Answers to Key Probate Questions to Help You Avoid It All | probate, avoid |
| 06/05/2011 | estate and gift planning | Prepare for Mental Incapacity in Your Estate Planning | estate, plan, mental, power of attorney |
| 08/04/2011 | estate and gift planning | Create a Private Foundation as Your Legacy and Its Benefits to You and Yours | foundation, private, estate |
| 16/03/2011 | estate and gift planning | Reasons Why and When You Should Have an Estate Plan | estate plan, reasons, |
| 16/03/2011 | estate and gift planning | The Tools to Deal with Your Estate Planning Concerns | estate plan, tools |
| 16/03/2011 | estate and gift planning | Your Probated Estate versus Federal Estate – What’s the Difference? | estate, probate, |
| 16/03/2011 | estate and gift planning | What Makes Up Your Taxable Estate? | estate, tax, estate tax |
| 16/03/2011 | estate and gift planning | The Generation Skipping Tax - A Loophole Cover of Estate and Gift Taxes | estate, tax, estate tax. Gift, skip |
| 16/03/2011 | estate and gift planning | Get Your Four Essential Tools of Estate Planning Done Right | estate plan, tools |
| 31/01/2011 | estate and gift planning | The 2010 Estate Tax Relief Act Doesn’t Negate the Importance of the Bypass Trust | estate tax, 2011 |
| 05/11/2009 | estate&gift planning | Estate Planning Is Important Even If You’re Not Rich – Here’s Why. | estate planning |
| 05/11/2009 | estate&gift planning | Making Yourself Financially Independent Isn’t Lucky - It’s Planning | estate planning |
| 05/11/2009 | estate&gift planning | Estate Planning Addresses Your 5 Basic Questions in Later Life | estate planning |
| 01/05/2009 | estate&gift planning | Use a Power of Attorney and a Medical Directive to Choose Someone You Trust to Act on Your Behalf | power of attorney, medical power of attorney |
| 02/03/2009 | estate&gift planning | Estate Taxes Can Bite You Bad after the Year of Kevorkian | estate tax, kevorkian, tax level |
| 02/03/2009 | estate&gift planning | Use a Generation-Skipping Trust to Preserve Your Wealth For Your Grandkids | generation skipping, trust |
| 02/03/2009 | estate&gift planning | Gift Taxes – What, When, How Much, and Exclusions | gift taxes |
| 01/02/2012 | invest know-how | The Dollar-to- Euro Exchange Rate Gives You an Opportunity for Profit or Protection | exchange, rate, dollar, euro |
| 01/02/2012 | invest know-how | Retirees Can Do an All-Bond Portfolio for Income and Portfolio Preservation | bond, portfolio, all-bond |
| 01/12/2011 | invest know-how | Allocate for Purpose then Diversify to an Acceptable Risk | invest, diversify, allocate |
| 01/11/2011 | invest know-how | An Ultra-Short Bond Fund Can Give You the High Income You Need | bond fund, income, retirement income |
| 01/11/2011 | invest know-how | Get More Income and Tax Breaks from Your Other Home | RE, IRA, invest |
| 01/09/2011 | invest know-how | How to Accomplish Complete Diversification with Mutual Funds | diversification, mutual funds |
| 01/08/2011 | invest know-how | Investment Duration Is Essential for Investment Return Statistics to Work | investing, duration, statistics |
| 01/06/2011 | invest know-how | Exchange Traded Funds (ETFs) Offer Flexible Investment Approaches | ETF, exchange, invest |
| 01/06/2011 | invest know-how | Hedge Funds Are Risky for a Reason | hedge, funds |
| 06/05/2011 | invest know-how | How Can Retirees Benefit from a Weakening Dollar | exchange rate, dollar |
| 06/05/2011 | invest know-how | What Bond Types Should You Buy for Income? | bonds, type, treasury |
| 08/04/2011 | invest know-how | Diversifying and Laddering Are Two Ways to Protect Your Retirement Income | ladder, invest, |
| 31/01/2011 | invest know-how | Laddering Helps You Maximize Your Interest-based Income over Time | ladder, laddering, invest, rate |
| 30/10/2010 | invest know-how | Know Your Investment Horizon When You Retire | investment, horizon |
| 30/10/2010 | invest know-how | Rebalance Your Portfolio to Keep It Consistent with Your Goals | investment, balance, portfolio |
| 05/11/2009 | investing know-how | Making Yourself Financially Independent Isn’t Lucky - It’s Planning | planning, independence |
| 05/11/2009 | investing know-how | How Taxation Rules Your Investment Options | taxation, investing, options, accounts |
| 05/10/2009 | investing know-how | Earnings Are As Important As Contributions to Your Retirement Savings | real estate, invest, ira, qualified plans |
| 05/10/2009 | investing know-how | Real Estate Can Give You High Growth Rates at Low Risk | real estate, invest, |
| 05/10/2009 | investing know-how | Owning Residential Rental Income Property Grows Your Wealth Faster and Better | real estate, invest, |
| 04/06/2009 | investing know-how | Holding Time Makes Tax-advantaged Retirement Accounts Much Better Than Regular Taxable Accounts | tax-deferred, |
| 01/05/2009 | investing know-how | Inflation Will Eat Up More Than Half Your Income after 25 Years of Retirement – Unless You Invest Right | inflation, investing, withdrawals, |
| 02/03/2009 | investing know-how | Diversify Your Assets among Different Asset Types to Preserve Your Portfolio Value | diversify, asset tupes |
| 02/03/2009 | investing know-how | Allocate to Achieve a Goal and Rebalance to Maintain It | allocate, rebalance, |
| 02/03/2009 | investing know-how | Here’s How to Withdraw Annually but Maintain Your Portfolio Value | withdrawal, rate, |
| 02/03/2009 | investing know-how | Diversify Your Holding – Choose from the Pooled Investments | diversify, pooled investments |
| 02/03/2009 | investing know-how | How laddering puts you into long term maturities with short term liquidity | laddering, interest rates, bonds |
| 01/02/2012 | life insurance | Designate a Life Insurance Beneficiary So It Doesn’t Go to Your Probate Beneficiaries | life insurance, benefiicary |
| 01/02/2012 | life insurance | How to Put Your Life Insurance Records in Order | record, life insurance |
| 01/02/2012 | life insurance | What’s This about Guaranteed Acceptance Life Insurance? | guaranteed, life insurance, acceptance |
| 01/10/2011 | life insurance | Problems Naming Persons as Beneficiaries of Your Life Insurance | life insurance, beneficiary |
| 01/10/2011 | life insurance | Use Trusts to Get Your Life Insurance Proceeds to the Beneficiaries You Intend | life insurance, beneficiary |
| 01/10/2011 | life insurance | When Can You Buy or Own Life Insurance on Someone Else’s Life? | life insurance, beneficiary |
| 01/08/2011 | life insurance | Use Life Insurance to Complement Your Pension Payout Plan | life insurance, pension |
| 01/08/2011 | life insurance | Switching Life Insurance Policies - Keep This in Mind | switching, life insurance |
| 01/08/2011 | life insurance | What You Should Know about Level Term Life Insurance | level term, life insurance |
| 01/07/2011 | life insurance | How Lost Insurance Policies are Handled When the Insured Dies | life insurance, lost |
| 01/07/2011 | life insurance | Considerations for Retirees Can Seeking to Sell Their Life Insurance Policies | life insurance, sell, policy |
| 01/07/2011 | life insurance | How Does a Viatical Differ From a Life Settlement? | viatical, life insurance, settlement |
| 01/06/2011 | life insurance | What’s Your Life Insurance Company’s Risk Assessment of You | life insurance, risk, categlrh |
| 06/05/2011 | life insurance | Avoid Mistakes When Buying or Maintaining a Life Insurance Policy | life insurance, mistakes |
| 06/05/2011 | life insurance | Reasons to Sell Your Life Insurance Policy | settlement, life |
| 06/05/2011 | life insurance | How Life insurance Tax Benefits May Help You | life, insurance, tax |
| 30/10/2010 | life insurance | Ways to Use Life Insurance in Your Estate Planning | life insurance, estate planning, uses |
| 05/10/2009 | life insurance | Your Life Insurance Policy Presents Many Options If You’re Short on Cash | lfe insurance, options |
| 04/06/2009 | life insurance | Term Insurance and Terms You Need to Understand | life insurance, term, |
| 02/03/2009 | life insurance | Life insurance riders for changing needs at lower cost | life insurance, riders, |
| 02/03/2009 | life insurance | Which Type Of Life Insurance Suits You? | life insurance types, terms |
| 02/03/2009 | life insurance | Health Concerns for life insurance differ from insuring a life annuity | life insurance, health, annuity |
| 01/01/2012 | long term care | 2011 and 2012 Deductions and Exclusions for Your Long Term Care Insurance | long term care, LTC 2011 |
| 01/05/2009 | long term care | 6 AnswersAboutYouAndLTC | |
| 01/05/2009 | long term care | Know the 7 Key Parameters of Long Term Care Insurance | long term care, long term care insurance |
| 02/03/2009 | long term care | How Qualified and Nonqualified Fixed Annuities Differ | qualfied, nonqualified, fix |
| 02/03/2009 | long term care | What’s Long Term Care and what’s it to me? | long term care, basics |
| 02/03/2009 | long term care | How to Let Medicaid Pay for Your LTC | medicaid planning, long term care |
| 02/03/2009 | long term care | Tips to Cut Your Long Term Care Insurance Premiums | ltc, premiums, tips to save on |
| 03/04/2009 | managing expenses | Know Your Retirement Health Phases To Optimize Lifestyle Choices at Minimum Expense | health phases, retirement, expense |
| 03/08/2009 | managing health | Medical Tourism - Going Off-Shore for Less Expensive but Quality Procedures | medical tourism |
| 01/05/2009 | managing health | 3 Medical Questions to Answer When You Can Before Others Determine Your Health Treatment When You Can't | serious health care questions, living will, health care proxy |
| 01/11/2011 | managing income | Use High Income Investments in Your IRAs for Retirement Income | IRA,, income, retirement income |
| 01/11/2011 | managing income | Retirees Should Consider Investing More in Real estate | RE, IRA, invest |
| 01/10/2011 | managing income | Withdraw from Taxable Accounts First and Let Tax-Deferred Accounts Compound to Best Maintain Savings | |
| 01/09/2011 | managing income | Failing Health during Retirement Brings You through 3 Distinct Financial Stages | stages, retirement |
| 01/08/2011 | managing income | Strategies for Retirees to Create Their Retirement Income and a Legacy | managing income, retirement |
| 30/10/2010 | managing income | How to Project Your Financial Status at Retirement | financial status, projecting |
| 30/10/2010 | managing income | Know Your Income Options in Retirement | retirement, income |
| 30/10/2010 | managing income | ‘Retirement Work’ Can Be Good For You | work, retirement, retirement work |
| 30/10/2010 | managing income | Retirees, Take Charge of Your Retirement Income and Expenses | income, expense, retirement |
| 18/06/2010 | managing income | How to Choose Retirement or ‘Independence’ Work for Your Salvation | retirement income, work |
| 18/06/2010 | managing income | Four Ways to Use Your Home Equity for Retirement Income | home, equity, income |
| 03/08/2009 | managing income | It’s Never Too Late to Create an Agreeable Retirement | retirement income, expense, saving |
| 04/06/2009 | managing income | A Reverse Mortgage Is a Costly Option to Use Your Home Equity | reverse mortgage, cash, income |
| 04/06/2009 | managing income | Withdraw Conservatively While Investing Aggressively to Preserve Your Income and Portfolio’s Purchasing Power | inflation, investing, withdrawals, |
| 04/06/2009 | managing income | Keep Your Wealth Longer by Withdraw Income from Your IRA or 401(k) Only After Using Up Your Taxable Accounts | retinc, withdrawal order, tax-deferrred |
| 04/06/2009 | managing income | Different Tax Treatments Suggest an Order for Tapping Your Sources of Income | summary, tax-deferred, order to withdraw |
| 02/03/2009 | managing income | How Does Social Security Arrive at your Monthly Benefit? | full retirement age, normal retirement age, social security |
| 02/03/2009 | managing income | Get Oriented to Handling Your Retirement Income and Expenses | 3 pillars, percent, |
| 02/03/2009 | managing income | Consider the Real Cost of You Loan Consolidation | loan, interest rates, terms, payments |
| 02/03/2009 | managing income | Project a better retirement with only 4 or 5 years to go? | income, expense, retirement |
| 02/03/2009 | managing income | Do a Reverse Mortgage on You Home for Needed Income or Cash | reverse mortgage, cash, income |
| 02/03/2009 | managing income | If You’re Married, How Much Social Security Will You Get? | ss FRA, married, benefits |
| 30/06/2010 | managing living expenses | Dump Unnecessary Living Expenses for a Better Retirement | expenses, living expenses |
| 30/06/2010 | managing living expenses | Create a Budget to save Fast for Retirement and Set Yourself Free | budget, expense |
| 30/06/2010 | managing living expenses | Budget to Get Out of Debt Fast | debt, expense |
| 30/06/2010 | managing living expenses | Tips To Save You Money | tips, save, expense |
| 30/10/2010 | managinging living expenses | Watch You Don’t Pay More on Loan Consolidations | loan, consolidation, expense |
| 01/07/2011 | medicare & medicaid | Your 2011 ‘Means Testing’ Cost of Medicare Part B and Drug Premiums | means, medicare |
| 01/07/2011 | medicare & medicaid | Ways to Handle the 5 Year Transfer Rule in your Medicaid Planning | medicaid planning, 5 year |
| 01/07/2011 | medicare & medicaid | Does Medicare Ever Pay Your Long Term Care Costs – Yes and No | long term care, medicare |
| 08/04/2011 | medicare & medicaid | Begin Medicare with a Free Health Screening for Preventative Care | medicare |
| 08/04/2011 | medicare & medicaid | What Medicare Does for You – Updated for 2011 | medicare |
| 02/03/2009 | medicare & medicaid | Medicare - What’s it all about? | medicare, basics |
| 02/03/2009 | medicare & medicaid | Your Medicare Premium is now Income-based | medicare income-based |
| 30/06/2010 | off shore living | Explore Offshore Possibilities to Make Your Retirement Income Go Further | offshore, foreign, expenses, index |
| 03/04/2009 | off shore living | 11 Things To Consider Before Moving Off-Shore | offshore, foreign, issues |
| 16/03/2011 | planning | Retirees Have an Investment Horizon Longer than They Think | retiree, expected life, life expectancy |
| 30/09/2010 | qualified Plan/ira | How Do Government-regulated Retirement Plans Benefits Differ from Regular Savings Benefits? | ira, qualified plans, |
| 30/09/2010 | qualified Plan/ira | You Can Save Faster with Tax-deductible Qualified Plans in 3 Ways | deductions, qualified plans |
| 30/09/2010 | qualified Plan/ira | How Much Is Your IRA or Qualified Plan Deduction Worth To You? | ira, qualified plans, |
| 18/06/2010 | qualified Plan/ira | Overview of Government-Regulated Retirement Savings Plans | overview, Ira, qp, |
| 18/06/2010 | qualified Plan/ira | What Are the Benefits to Contributing to an IRA or 401(k) Type Plans? | ira, 401(k), benefits, tax |
| 18/06/2010 | qualified Plan/ira | Make a Tax-based Profit on Your IRA Contribution If You’re Retiring Soon | tax, ira, tax-based profit, |
| 06/02/2010 | qualified plan/IRA | Tax Efficient Strategies for Converting to a Roth IRA | conversion, ira, roth, tax |
| 05/11/2009 | qualified plan/IRA | IRAs, Roths, and 401(k)s with Taxed and Untaxed Minimum Required Distributions (MRDs) | ira, mrd, distribution, ira, qp |
| 03/08/2009 | qualified plan/IRA | A Self-directed IRA: the Pros and Cons | self-directed IRA, ira, |
| 01/05/2009 | qualified plan/IRA | 3 Strategies for Using Your IRA to Invest in Real Estate | self-directed IRA, ira, real estate |
| 02/03/2009 | qualified plan/IRA | Catch-up on Your Retirement Savings Even at 60 | catchup, savings |
| 02/03/2009 | qualified plan/IRA | An Overview and Choice of Ira for You – Traditional, Non-Deductible or Roth | ira, roth, traditional, nondeductible |
| 02/03/2009 | qualified plan/IRA | How to calculate your Minimum Required Distribution if you’re an IRA owner | RMD, owner, Ira |
| 01/02/2012 | qualified plans/IRA | How to Convert an Inherited Company 401(k) Plan to a Roth IRA | Roth, conversion, company plan |
| 01/02/2012 | qualified plans/IRA | Take Company Stock Out Before Moving Your 401(k) Plan Money to an IRA | company stock, tax, distribution |
| 01/01/2012 | qualified plans/IRA | Roll Your 401(k) into an IRA Only After Knowing the Advantages of Each | ira, 401k, roll |
| 01/11/2011 | qualified plans/IRA | Let Your IRA Fund Your Young Beneficiary’s Retirement | ira, beneficiary, stretch ira |
| 01/11/2011 | qualified plans/IRA | Should Retirees Consider Real Estate Investing With Their IRA Money | RE, IRA, invest |
| 01/11/2011 | qualified plans/IRA | Use a Roth IRA If You Must Buy Real Estate Within Your IRA | RE, IRA, invest |
| 01/11/2011 | qualified plans/IRA | Use IRA Distributions to Buy Rental Real Estate or Your Condo | RE, IRA, invest |
| 01/08/2011 | qualified plans/IRA | IRA Catch-Up Savings and Tax-Free Income for Nonworking spouses of ‘soon-to-be’ Retirees | IRA, catchup, |
| 01/08/2011 | qualified plans/IRA | Strategies for a Spousal Beneficiary of an IRA to Take Her Distributions | ira, distribution, spous |
| 01/06/2011 | qualified plans/IRA | How and When Can You Deduct a Loss on Your IRA Investments | ira, deduct |
| 06/05/2011 | qualified plans/IRA | How to Determine Which IRA You Should Contribute To | IRA, contribute, types |
| 06/05/2011 | qualified plans/IRA | How Will a Retiree’s IRA Value Change While Taking Out the Minimum Each Year? | ira, value, age |
| 01/01/2012 | retirement planning | Answer These Questions to Help Prepare for Retirement | retirement plannning, questions |
| 01/10/2011 | retirement planning | Avoid Irreversible Decisions Before You Create a Good Retirement Plan | irreversible, decisions, ret, plan |
| 08/04/2011 | retirement planning | Gear Yourself Up for Creating a Decent Retirement | retirement, planning |
| 30/10/2010 | retirement planning | It’s Never Too Late to Create an Agreeable Retirement | saving, retirement, plan |
| 03/08/2009 | retirement planning | Questions to Answer about the Retirement Phase of Your Life | retirement planning |
| 03/08/2009 | retirement planning | Manage Your Retirement Income with the Critical Ages in Mind | retirement planning, ages |
| 03/08/2009 | retirement planning | Enjoy Retirement by Recreating a New Mental Outlook | retirement planning, mental |
| 02/03/2009 | retirement planning | Prepare to Grow Into Your Retirement | stages of retirement, planning |
| 02/03/2009 | retirement planning | Save Fast for Your Approaching Retirement | catchup, savings |
| 02/03/2009 | retirement planning | If you can read this, you’ll be living longer than you expect! | life expectancy at 65 |
| 18/06/2010 | retirement(independence) planning | Use Your Motivation to Prepare for Your Retirement Work | work, motivation, retirement, |
| 18/06/2010 | save fast retpln | It’s Never Too Late to Save for Retirement – Never! | retirement savings, save fast |
| 18/06/2010 | save fast retpln | The Benefit of Reducing Living Expenses Vs Accumulating More Savings | retirement, expenses, savings |
| 18/06/2010 | save fast retpln | Project a Better Retirement with Only 4 or 5 Years to Go | projecting retirement income, savings |
| 06/12/2009 | save fast retpln | How to Plan for an Enjoyable Retirement in Less Than 5 or 10 Years | retireplan, save,fast |
| 18/06/2010 | soc sec benefits | Essential Understanding of Social Security Benefits for Retirees | social security, |
| 06/12/2009 | soc sec benefits | Social Security Income – When Should You Start Receiving Yours | ss, start, social |
| 30/10/2010 | social security | How Much Social Security Can You Get If You’re Married? | social security, married, spouse |
| 01/01/2012 | social security benefits | Early Social Security Benefits with Working a lot Doesn’t Make Sense | ss, early, benefits, working |
| 01/10/2011 | social securtiy benefits | Husband’s Early Retirement Will Lower Wife’s SS Entitlement Benefits | ss, benefits, entitlement, spouse |
| 01/10/2011 | tax know how | Withdraw from Taxable Accounts First and Let Tax-Deferred Accounts Compound to Best Maintain Savings | |
| 01/01/2012 | tax know-how | 2011 and 2012 Deductions and Exclusions for Your Long Term Care Insurance | long term care, LTC 2011 |
| 01/01/2012 | tax know-how | A 1035 Exchange Offers a ‘tax free’ Way to Change Life Insurance Policies or Switch to an Annuity | 1035, exchange, tax, |
| 01/09/2011 | tax know-how | Estate tax for 2010 and the Modified Carryover Basis Option | estate tax, 2010, basis, modified |
| 31/01/2011 | tax know-how | Estate Tax for 2010, 2011 and 2012 Is Finally Settled | estate tax, 2011 |
| 31/01/2011 | tax know-how | Take Charge of Your Tax Matters Using the IRS Website | IRS, income tax, website |
| 31/01/2011 | tax know-how | Most Tax Rates and Breaks Remain the Same for 2011 and 2012 | tax rates, 2011 |
| 31/08/2010 | tax know-how | Estate Tax – A Moving Target | estate tax |
| 06/02/2010 | tax know-how | 2010 Estate Tax Alert – Retroactively Imposed is Unconstitutional | estate, tax, unconstitutional |
| 06/12/2009 | tax know-how | No Stepped-Up Basis for Estate Inheritors of Those Dying in 2010 | steo, basis, tax |
| 06/12/2009 | tax know-how | Even Less Reason in 2010 to Withdraw From Your Tax-Deferred Accounts | tax-deferred, withdraw |
| 05/10/2009 | tax know-how | How Much Income Tax Are the Feds Really Taking from You? | income taxation |
| 02/03/2009 | tax know-how | What’s the tax basis of your gifted or inherited house? | tax basis, gift house, inherited house |
| 02/03/2009 | tax know-how | Even after taxes, a Tax-deferred investing beats out annually taxed investing | tax-deferred growth, taxed growth |
| 02/03/2009 | tax know-how | Your Home Carries a Huge Capital Gains Exclusion Benefit | house exclusion, capital gains tax |
| 02/03/2009 | tax know-how | Tax Benefits Help You Provide Your Long Term Care Through Insurance | ltc premiums deductions, tax |
| 01/02/2012 | trust you can use | Trusts Can Solve Many Estate Planning Concerns You May Have | trust, |
| 01/09/2011 | trust you can use | A Living Trust for Avoiding Probate and More | living trust, probate, avoid |
| 01/09/2011 | trust you can use | Choose a Successor Trustee for Your Living Trust Who Can Do What’s Needed | living trust, probate, avoid |
| 01/09/2011 | trust you can use | Create a Supplemental Needs Trust to Help Your Disabled Adult Child When You Die | needs trust, disabled child |
| 08/04/2011 | trust you can use | Use a Life Insurance Trust to Achieve Some Estate Planning Goals | ILIT, life insurance, |
| 01/06/2011 | trusts you can use | A ‘Defective’ Trust Can Help You Avoid Gift Tax | estate planning, trust, defective |
| 01/06/2011 | trusts you can use | Why Trusts Help You in Estate Planning | estate planning, trust, help |
| 31/01/2011 | trusts you can use | Use a Charitable Trust for Income or for a Legacy | CRT, charitable trust, legacy |
| 31/01/2011 | trusts you can use | You Can Create a Charitable Remainder Trust either as a CRAT or a CRUT | CRAT, CRUT, trust |
| 01/01/2012 | using annuities | How to Handle Inflation with a Fixed Annuity | inflation, fixed annuity |
| 01/10/2011 | using annuities | Use a Reversionary Annuity to Provide for Your Surviving Spouse | annuity, reversion |
| 01/10/2011 | using annuities | Retirees Can Use Fixed Term SPIAs to Keep in Control of Their Money | annuity, spia, control |
| 01/08/2011 | using annuities | Advantages and Disadvantages of Fixed, life Annuities for Retirement | advantanges, annuity |
| 01/08/2011 | using annuities | What are the Tax Consequences to the Beneficiary of My Annuity | annuity, tax, beneficiary |
| 08/04/2011 | using annuities | You Can Ladder Annuity Payouts Different Ways. Here are Two | annuity, ladder, |
| 08/04/2011 | using annuities | Do a Tax-free 1035 Exchange of Your Old Annuity for a New One | 1035, exchange, annuity |
| 16/03/2011 | using annuities | How to Ladder Annuities for More Income than CDs | annuity, income |
| 31/08/2010 | using annuities | How Are Annuities Categorized? | annuity, category |
| 31/08/2010 | using annuities | Know the Benefits and Disbenefits of Annuities | annuity, benefits |
| 31/08/2010 | using annuities | A Guarantee of Lifetime Payments Is Itself a Return of an Annuity | annuity, return |
| 03/08/2009 | using annuities | Medicaid Planning With an Annuity | medicaid planning, annuity, long term care |
| 04/06/2009 | using annuities | Income Taxation of Annuities, When and On What? | annuity, taxation |
| 04/06/2009 | using annuities | Annuities Help Retirees Secure An Income for Later in Retirement | annuity, longevity, retirement |
| 02/03/2009 | using annuities | Payout Options and Penalties for Annuities | annuity, payout, options, penalties |