December 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.

Retirement Watch

Home
Contact

Syndication

Have You Seen This?

Sort by: Most Recent | Most Viewed | Most Commented

A Tricky Year-End for IRA Owners

Update Dec. 19: On Dec. 11 Congress passed legislation that suspended the required minimum distribution requirement for 2009. But it did not change the requirement for 2008. the IRS was asked by members of Congress to suspend the requirement for 2008...

Published 12-05-2008 9:15 AM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing
Four Estate Planning Mistakes to Avoid

Estate planning and tax reduction will be returning to the front burner for many people. Congress was unable to pass a permanent estate tax reduction in recent years, but a permanent law is likely in 2009 or 2010.Changes in Washington made permanent repeal...

Published 12-19-2008 3:03 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, wills, trusts, estate taxes, grandkids, grandchildren

December 2008 - Retirement Watch

Syndication

Recent Posts

Have You Seen This?

Tags

Archives

Have You Seen This?

A Tricky Year-End for IRA Owners

Four Estate Planning Mistakes to Avoid