September 2008 - Retirement Watch

Independent, objective research on all the financial issues affecting retirement and retirement planning—including investments, estate planning, taxes, IRAs, annuities, insurance, medical expenses, and more.

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A Fresh Look at Family Limited Partnerships

Family limited partnerships have been a key element in many estate plans for decades. The FLP provides an array of benefits to the estate owner, not the least of which are tax reduction plus continuing control of the assets. Those benefits and the popularity...

Published 09-26-2008 2:29 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, wills, trusts, homes, estate taxes, grandkids, real estate, grandchildren, retirement, retirement plans, creditor protection, asset protection, business sales, selling a business, family limited partnerships, partnerships
Avoiding IRA Inheritance Disasters

IRAs are supposed to be simple, but when it comes to inheritance IRAs are more complicated than most people realize. It is not unusual for IRA heirs to misunderstand some key rules. A wrong move or two triggers high taxes, often causing most of the IRA...

Published 09-19-2008 1:31 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, Carlson, Bob Carlson, wills, iras, trusts, ira distributions, estate taxes, grandkids, grandchildren, retirement plan, retirement, retirement plans, stock
Your Home as a Retirement Fund?

Is home equity a foundation of your retirement fund? Apparently it is for a number of people. Both anecdotal evidence and some consumer surveys indicate that a number of Baby Boomers plan to "retire on the house." The plan is especially prevalent...

Published 09-12-2008 5:36 PM by Bob Carlson
Avoiding Amazing Estate Battles

Few things amaze estate planners more than the property heirs choose to fight over. The worst disputes often seem to occur over items that most outsiders consider trivial. Items of little financial value seem to trigger emotional reactions in heirs. Sometimes...

Published 09-04-2008 12:12 PM by Bob Carlson

September 2008 - Retirement Watch

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Have You Seen This?

A Fresh Look at Family Limited Partnerships

Avoiding IRA Inheritance Disasters

Your Home as a Retirement Fund?

Avoiding Amazing Estate Battles