Easy Retirement Know-How Articles listing updated to April 5, 2014

date  article category title article key words
01/08/2013 asset protection Life Insurance and Annuity Products Play a Part in Asset Protection  
01/03/2013 asset protection Recognize What’s At Risk To Identity Theft And Signs Of Theft  
01/10/2012 asset protection Stay Alert to Prevent Identity Thieves from Stealing Your Money or Identity id, theft, identity, information
01/09/2012 asset protection State Laws May Make Some Qualified Plan Money Vulnerable to Creditors asset protection, 
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
01/06/2011 asset protection How Does Asset Protection Differ from Estate and Financial Planning asset, planning
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
01/04/2014 estate and gift planning Why and How To Put Your Home or Vacation Home in a Trust  
01/04/2014 estate and gift planning Why and How To Put Your Home or Vacation Home in a Trust  
01/04/2014 estate and gift planning Understanding Gift Taxes Basics is Essential in Estate Planning for 2014  
01/04/2014 estate and gift planning Understanding Gift Taxes Basics is Essential in Estate Planning for 2014  
01/02/2014 estate and gift planning A Family Limited Liability Company Vs a Family Limited Partnership  
01/12/2013 estate and gift planning The Elderly And Their Children Must Talk About a Plan for the Future  
01/10/2013 estate and gift planning Store Estate-Planning Documents So They Can Always Be Found  
01/10/2013 estate and gift planning Living Wills and Other Advanced Directives: Problems and Perspectives  
01/06/2013 estate and gift planning Prevent a Successful Challenge to Your Will after You Die  
01/06/2013 estate and gift planning A QTIP Trust Gives Income to a Wife but Preserves Assets for Your Children from a First Marriage
06/04/2013 estate and gift planning Making It a Gift or an Inheritance Can Be a Taxing Issue!  
06/04/2013 estate and gift planning Important for Estate Planning Is How You Own Your Home  
01/03/2013 estate and gift planning Help Protect the Assets of Your Elderly Parent or Spouse   
01/02/2013 estate and gift planning How Can You Change Your Revocable Trust?  
01/02/2013 estate and gift planning You Can Lower Your Estate Value and Generate Income by Selling to a Family Member with a Self-Cancelling Instalment Note
01/11/2012 estate and gift planning A Family Limited Partnership Can Help You Transfer Your Wealth family, partnership,
01/11/2012 estate and gift planning When Does Mental Capacity Prevent Signing Key Estate Documents? mental capacity, documents, signing
01/09/2012 estate and gift planning Is a ‘Pour-Over Will’ Necessary If You Have a Trust? will, pourover
01/08/2012 estate and gift planning A Few Reasons for Creating an Estate Plan estate planning, reasons
01/05/2012 estate and gift planning Provide for Your Heirs but Let Them Live Their Own Lives estate, planning,  control, beneficiary
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
01/03/2014 invest know-how Choose Investments Suitable to Your Circumstance and Understanding  
01/03/2014 invest know-how Money Market Accounts, Money Market Mutual Funds, PODs and TODs  
01/01/2014 invest know-how Always Ask Yourself Five Key Questions before You Invest  
01/01/2014 invest know-how How to Buy Bonds for Steady Income and Lower Costs  
01/11/2013 invest know-how Turn Your Vacation Property into an Investment Property for More Income and Tax Breaks 
01/09/2013 invest know-how Owning is Riskier than Lending but More Rewarding   
01/09/2013 invest know-how Keeping Your Portfolio Balanced Is a Wise Hedge   
01/07/2013 invest know-how Don’t Forget Lessons You Learned From Previous Market Downturns  
01/07/2013 invest know-how Hedge Funds Can Do More Than Hedge Fund-Type Mutual Funds   
01/07/2013 invest know-how Investment Strategy Using ETFs For A Retiree  
01/07/2013 invest know-how Do Those 401(k) Fees Matter To Overall Investment Performance?  
06/04/2013 invest know-how How to Re-evaluate Your Portfolio and Put Its Performance in Perspective  
01/03/2013 invest know-how Bonds with Higher Interest Rates Come with Higher Risks  
01/03/2013 invest know-how Managing Your Retirement Income Portfolio Isn’t Rocket Science  
01/12/2012 invest know-how Average Your Way into the Markets – With The Right Investment invest,aver, 
01/12/2012 invest know-how Inflation Will Return Strongly - So Invest Accordingly invest, inflation,
01/10/2012 invest know-how What Are the Investment Advantages of Mutual Funds mutual, fund, advantage
01/09/2012 invest know-how Several Ways You Can Buy Gold for Diversifying Your Portfolio gold, invest
01/08/2012 invest know-how Allocate Your Investments More Conservatively As You Approach Retirement Age allocation, 
01/07/2012 invest know-how When Deflation Sets In, Lower Your Cost of Debt invest, deflation, debt
01/07/2012 invest know-how The U.S. Treasury’s TIPS Protect You under Both Deflation and Inflation TIPS, treasury, inflation, deflation,bond
01/06/2012 invest know-how However Complex Invest With Full Understanding Always  investing, understanding
01/06/2012 invest know-how How a Mutual Fund Works As an Investment And Its Cost to You mutual fund, know
01/04/2012 invest know-how Make Your Investments Consistent With Your Risk Tolerance invest, risk, tolerance
01/04/2012 invest know-how Use Solid Equity Investments to Offset Inflation equity, invest
01/04/2012 invest know-how If You Can Save during Retirement, Put It Where It Will Count save, extra, conservative, retire
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
01/04/2014 life insurance Use Life Insurance to Secure Income for Life without Losing Your Legacy  
01/04/2014 life insurance Use Life insurance to Help Second Marriage Estate Planning Issues  
01/03/2014 life insurance How To Fund Your Irrevocable Life Insurance Trust   
01/03/2014 life insurance When Are Life Insurance Proceeds Taxed to Beneficiaries?  
01/02/2014 life insurance Designating Beneficiaries of Life Insurance Owned by a Trust  
01/12/2013 life insurance What To Consider if You’re Considering Term Life Insurance   
01/12/2013 life insurance Should You Convert Your Life Insurance from Term to Permanent?  
01/11/2013 life insurance The Pros and Cons of No-Load Insurance Products   
01/11/2013 life insurance Retirees Can Use Their Life Insurance To Replenish Lost Savings   
01/10/2013 life insurance What Does Life Insurance Securitization Mean to You?  
01/08/2013 life insurance An Irrevocable Life Insurance Trust Can Be Useful for Estate Planning Strategies
01/08/2013 life insurance Keeping Your Life Insurance Is Not an ‘All-or-Nothing’ Decision  
01/08/2013 life insurance Life Insurance and Annuity Products Play a Part in Asset Protection  
01/06/2013 life insurance Use Life Insurance to Fund a Supplemental Special Needs Trust  
01/06/2013 life insurance A Second-To-Die Life Insurance Policy Covers Those Who Remain  
01/06/2013 life insurance When to Consider Taking Cash for Your Policy under a Life Settlement  
01/03/2013 life insurance Use Life Insurance’s Cash Value for Some of Your Retirement Income  
01/02/2013 life insurance Be Sure To Evaluate Your Cash Value Life Insurance’s Performance  
01/02/2013 life insurance What Are Life Insurance Dividends All About?  
01/11/2012 life insurance Life Insurance Tips on Health and Policy Maintenance Issues  life insurance, tips, maintain
01/11/2012 life insurance What A Retiree Should Review About His Life Insurance Policy life insurance, retiree, review
01/10/2012 life insurance Let Your Life Insurance Come to Your Rescue living benefits, ltc, loan
01/10/2012 life insurance Life Insurance Tips for Retirees’ Retirement and Estate Planning tips, life insurance
01/09/2012 life insurance What Can Life Insurance Companies Ask You When You Apply? life insurance,questions
01/09/2012 life insurance Cashing In On Your Life Insurance Before You Die life insurance, cash
01/08/2012 life insurance Key Life Insurance Death Benefit Issues To Know About life insurance, death benefits, issues
01/07/2012 life insurance Difficultly Disputing a Life Insurance Beneficiary After the Owner’s Death life, insurance, death, benefit, alternative
01/07/2012 life insurance Is It Worth Donating Your Life Insurance to a Charity?  life, insurance, charity, donate
01/04/2012 life insurance Keep Your Life Insurance Proceeds for Your Beneficiary and out of Your Estate life, insurance, beneficiary
01/04/2012 life insurance Taking a Loan from Your Life Insurance Can be Dangerous to Your Plans life, insurance, loan
01/04/2012 life insurance Get Health Check-ups and Treatments to Maintain Your Health and Life Insurance Options life insurance, health, checkup,
01/03/2012 life insurance What are Term Life Insurance Options for Aging Baby Boomers term, life insurance
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
01/04/2014 long term care Two Tax Breaks for Paying for Long Term Care of Spouse at Home  
01/02/2014 long term care Make Sure Your Medicaid Trust Will Be Allowed  
01/01/2014 long term care Planning for Long-Term Care? Keep These Points in Mind  
01/12/2013 long term care  2013 and 2014 Deductions and Exclusions for Your Long Term Care Insurance  
01/06/2013 long term care Qualify for Medical Deduction for Using an Assisted Living Facility in 2013  
01/10/2012 long term care A Study Suggests Long Term Care Options Depend On Wealth of Retiree ltc, long term care, 
01/03/2012 long term care Getting Acquainted with Long Term Care Insurance Option LTC, Insurance
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
01/03/2012 managing health Hospice Care You Can Count on When You’re Terminally Ill hospice
01/03/2012 managing health Medical Tourism – Benefits, Cautions and the Process medical tourism
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
01/09/2012 managing health  Some Considerations When Buying Long Term Care Insurance  ltc, long term care, 
01/03/2013 managing income Retirees Can Help A Family Member With A Loan, Gift, or A ‘No’  
01/02/2013 managing income Delaying Your Retirement Is A Way to Increase Your Retirement Income  
01/12/2012 managing income Learn To Avoid Abusive Debt Collector Tactics debt, collect, abus
01/10/2012 managing income Reduce Your Credit Card Debt to Free Up More of Your Income  credit, card, reduce, 
01/08/2012 managing income Forgo Early Retirement to Beef-Up Your Retirement Income early retirement, delay
01/08/2012 managing income Consider and Plan for All Working Options during Your Retirement Years working, retirement,
01/08/2012 managing income Ways You Can Gear Yourself Up for Working in Retirement tips, working later, retirement work
01/06/2012 managing income In-Law or Accessory Apartment Can Help in Your Senior Living Options   inlaw, apartment, retiree
01/03/2012 managing income Know How to Choose Between a Monthly Pension and Taking a Lump Sum lumpsum, pension
01/03/2012 managing income Recent Protections for Seniors Wanting a Reverse Mortgage  reverse, mortgage
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
01/09/2013 managing living expenses Traveling Abroad - Here are Some Tips to Make Your Money Go Farther  
01/09/2013 managing living expenses Annually Revise Your Savings Withdrawal Rate to Maintain Your Assets   
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
06/04/2013 managing retirement expense Moving Out Of Your Home Can Lower Your Retirement Expenses  
01/04/2014 managing retirement income Why You Might Refinance Your Mortgage as You Approach Retirement  
01/04/2014 managing retirement income Paying Down Your Mortgage for RetirementPIC  
01/02/2014 managing retirement income Appraising The Alternatives To A Reverse Annuity Mortgage Is Essential  
01/02/2014 managing retirement income Make Sure Staying On Your Job Won’t Undermine Your Pension Benefits  
01/12/2013 managing retirement income Working after Retirement Can be Tricky  
01/11/2013 managing retirement income An Approach to Interest-only Investing for Your Living Expenses  
01/10/2013 managing retirement income What Is Your Retirement Income Replacement Ratio?  
01/09/2013 managing retirement income Are Government Inflation Bonds called I-Bonds for You?  
01/09/2013 managing retirement income How a Spouse Can Claim Spousal Benefits Now and More Benefits Later  
01/09/2013 managing retirement income Reposition Your Income and Growth Investments to Minimize Taxation  
01/06/2013 managing retirement income Payoff Your Mortgage before Retiring to Handle Economic Downturns  
01/11/2012 managinging living expenses Develop an Emergency Fund for Emergencies and Peace of Mind emergency fund, expenses, 
30/10/2010 managinging living expenses Watch You Don’t Pay More on Loan Consolidations loan, consolidation, expense
01/04/2014 medicare & medicaid Where Do Medicare Advantage Plans Come In Under Medicare in 2014  
01/03/2014 medicare & medicaid Beware of Limited Benefits of an Immediate Annuity for Medicaid Planning  
01/02/2014 medicare & medicaid Don’t Underestimate Off-Shore Healthcare Versus Medicare Benefits  
01/02/2014 medicare & medicaid There’s No Off-Shore Medicare Help Aside From Rare Travel Exceptions  
06/04/2013 medicare & medicaid Asset Transfer Considerations in Your Medicaid Planning  
01/03/2013 medicare & medicaid Proper Legal Advice On Handling Medicaid Can Save You Money  
01/03/2012 medicare & medicaid Medicaid May Not Be a Good Option for Your Long Term Care Planning  medicaid, planning
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
01/03/2014 qualified plans/IRA You Can Rollover Your IRA into a Qualified Annuity  
01/03/2014 qualified plans/IRA Use Nonworking Spouse IRA Contributions to Save Faster for Retirement  
01/03/2014 qualified plans/IRA Implications of Whom You Designate for Your IRA Beneficiary  
01/01/2014 qualified plans/IRA Maximize Your 2014 Retirement Plan Contributions If You’re Still Working  
01/11/2013 qualified plans/IRA Divide Your IRA into Separate Accounts – One for Each Beneficiary  
01/09/2013 qualified plans/IRA Florida Says ‘Inherited’ IRAs Don’t Get Protection from Creditors  
01/08/2013 qualified plans/IRA Disclaim Your Spouse’s IRA In Favor of His Or Her Secondary Beneficiary  
01/08/2013 qualified plans/IRA Watchout For Qualified Plan Penalties If You’re Laid off or Retiring After 55  
01/07/2013 qualified plans/IRA Don’t Transfer Your Company Stock to an IRA  
01/07/2013 qualified plans/IRA What Are Your Retirement Plan Options When Leaving Your Company  
01/07/2013 qualified plans/IRA Do Those 401(k) Fees Matter To Overall Investment Performance?  
06/04/2013 qualified plans/IRA Future Tax Increases for Retirees Make a Roth IRA Better Than a Traditional IRA
01/02/2013 qualified plans/IRA Is An In-Service Rollover To An IRA Best For You?  
01/02/2013 qualified plans/IRA How Much Can You Increase Your IRA over the Next 5 or 10 years – Just from Contributions Alone?
01/12/2012 qualified plans/IRA Keep Contributing To Your Own IRA Beyond Age 70 ˝ With A Roth  ira, roth, 
01/12/2012 qualified plans/IRA Make Your IRA Withdrawal without Selling Your Depressed Stocks or Real Estate ira, inkind, distribution, mrd
01/10/2012 qualified plans/IRA Catch-up on Savings with a Solo 401(k) If You’re a One Person Business solo, 401K, simple, 
01/10/2012 qualified plans/IRA Broaden Your Investment Options with a Self-Directed IRA Plan self, directed, IRA, alternative, invest
01/09/2012 qualified plans/IRA Know the 5 Year Rule To Avoid Tax On Your Roth IRA Distributions ira, roth, rule
01/07/2012 qualified plans/IRA Take an ‘In Kind’ IRA Distribution of Depressed Equities for Future Tax Benefits ira, distribution, inkind
01/07/2012 qualified plans/IRA Different Qualified Plans Have Different Minimum Required Distributions Rules ira, distribution, different
01/05/2012 qualified plans/IRA You Can Unconvert Your IRA-to-Roth Conversion to Offset Investment Loss ira, roth, conversion
01/04/2012 qualified plans/IRA How to Minimize Income Tax on IRA-to-Roth Conversions Roth, IRA
01/04/2012 qualified plans/IRA Keep All Your Beneficiaries Updated on All Your Accounts beneficiary, update
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
01/03/2012 retirement planning Turn Your Premature Retirement into an Opportunity for Both of You layoff, premature, retirement, 
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,
01/09/2013 save fast for retirement Want to Retire within 5 Years but Short on Savings?  Make a Plan…  
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
01/12/2013 social security benefits Legally Separated or Divorced Spouses Maintain Full Claim on Ex’s Benefits  
01/10/2013 social security benefits The Social Security Trade-off Is Settling For Less Early Or More Later   
01/07/2013 social security benefits Is It Worth Paying Back Early Social Security Benefits At 66 For Higher Benefit Payments?
01/12/2012 social security benefits Social Security and Medicare Payments to Citizens Living Outside the US ss, outside US, medicare
01/09/2012 social security benefits How To Apply for Social Security Online  social security, apply
01/08/2012 social security benefits An Overview of a Lower-earning Spouse’s Social Security Benefits  ss benefits, spousal benefits
01/07/2012 social security benefits Spouse’s SS Entitlement Is Reduced for Taking Her Working Benefits Early ss, social security, reduced, early, entitlement
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
01/02/2014 tax know-how Make Your 2014 Income And Investment Tax Rates Work For You   
01/02/2014 tax know-how Take a Tax-based Profit on Your Retirement Contribution if Your Income Drops Significantly
01/12/2013 tax know-how  2013 and 2014 Deductions and Exclusions for Your Long Term Care Insurance  
01/12/2013 tax know-how Your MAGI Determines How Much Your Social Security Is Taxed  
01/12/2013 tax know-how Some State Taxation Schemes are Better for Retirees  
01/12/2013 tax know-how Some State Taxation Schemes are Better for Retirees  
01/10/2013 tax know-how 2013 Estate Tax Provisions Retain A ‘Stepped-Up’ Basis at Death  
01/10/2013 tax know-how Minimize Exposure To The 2013 Income and Investment Tax Rates   
01/10/2013 tax know-how Watch Out for Scams If You’re Going into Foreclosure  
01/07/2013 tax know-how 2013 Estate Tax Planning Includes Trusts and Federal and State Estate Taxes  
01/06/2013 tax know-how Qualify for Medical Deduction for Using an Assisted Living Facility in 2013  
01/06/2013 tax know-how Get Non-Itemized Medical Deductions with a HSA before Medicare Eligibility  
06/04/2013 tax know-how Retirees Should Try To Deduct All Itemized Medical Expenses    
01/03/2013 tax know-how Tax Rate and Social Security Thresholds for Seniors for 2012   
01/11/2012 tax know-how How Will My Annuity Be Taxed When I Die? annuity, tax
01/11/2012 tax know-how Where Annuities Are Vulnerable to Income Taxation annuity, tax, vulnerable
01/06/2012 tax know-how What to Withdraw From and When To Maintain Your Wealth maintain wealth, tax
01/03/2012 tax know-how Foreign Earned Income Tax Exclusion for Living and Earning Income Abroad  foreign income, tax exclusion.
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
01/09/2011 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,
01/08/2013 trusts you can use An Irrevocable Life Insurance Trust Can Be Useful for Estate Planning Strategies
01/02/2013 trusts you can use How Can You Change Your Revocable Trust?  
01/09/2012 trusts you can use Use an Irrevocable Income Trust To Protect Your Assets from Medicaid trust, medicaid
01/08/2012 trusts you can use Use a GRAT to Save on Gift Taxes to Your Kids GRAT, grantor, trust
01/07/2012 trusts you can use Know How to Fund Your Trust  trust, fund
01/02/2012 trusts you can use Trusts Can Solve Many Estate Planning Concerns You May Have trust, 
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
01/03/2014 using annuities Beware of Limited Benefits of an Immediate Annuity for Medicaid Planning  
01/03/2014 using annuities You Can Rollover Your IRA into a Qualified Annuity  
01/01/2014 using annuities When Should You Buy an Immediate Annuity?  
01/01/2014 using annuities Don’t Let Your Immediate Annuity Funding Options Limit Your Choice of Annuity  
01/01/2014 using annuities You Can Ladder Annuity Payouts Different Ways.  Here are Two  
01/11/2013 using annuities The Annuity Advantage Over The CD For Seniors  
01/11/2013 using annuities Retirement Investment Choices Between Guaranteed Income, Safe Income, and Growth
01/11/2013 using annuities Contract Restrictions On Annuities Affect Them As An Investments Choice  
01/08/2013 using annuities Use Annuities in Place of Bonds for Retirement Income  
01/08/2013 using annuities Heads Up on Buying Annuities with More Options  
01/08/2013 using annuities Who Needs a Single Premium Immediate Fixed Annuity?  
01/06/2013 using annuities An Overview of Annuities – Comparisons and Types  
06/04/2013 using annuities The ‘CD-type’ Annuity Aims To Trump the CD  
06/04/2013 using annuities Tips About Using an Annuity for Future Payouts  
01/03/2013 using annuities What Do You Really Earn For Interest When Purchasing An Immediate Annuity?  
01/02/2013 using annuities When You Should Use a Private Annuity to Keep It All in the Family  
01/12/2012 using annuities Is Buying An Annuity In Retirement An Option For You?  annuity, retire, buy
01/11/2012 using annuities Should a Retiree Buy a Fixed or Variable Annuity? annuity, variable, fixed
01/11/2012 using annuities How Will My Annuity Be Taxed When I Die? annuity, tax
01/11/2012 using annuities Where Annuities Are Vulnerable to Income Taxation annuity, tax, vulnerable
01/10/2012 using annuities Annuity Options That Provide For the Both of You annuity, joint, both
01/09/2012 using annuities You May Be Able to Use an Immediate Annuity in Your Medicaid Planning annuity, medicaid, planning
01/07/2012 using annuities How a CD Compares to Deferred Annuity on Safety, Return, and Investment Time  annuit, safety, CD, return, compare
01/07/2012 using annuities Offer Your Beneficiary a Stretched-Out Legacy from Your Longevity Annuity annuit, longevity, stretch, legacy, benfi
01/06/2012 using annuities What Type of Annuity Is Safe for You? annuity, fixed
01/04/2012 using annuities What Protections Does a Fixed Annuity Offer Me? asset protection, income protection, insurance
01/04/2012 using annuities Retirees Should Avoid Variable Annuity for a Fixed Annuity and more… va, variable,annuity, fee
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