August 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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Planning Tips for Family Businesses

Business owners have unique concerns in addition to the usual estate and retirement planning issues. Business owners fear their heirs might sell or dismantle the business or the wrong people might run it. Those results can be avoided, but the owner must...

Published 08-28-2008 2:44 PM by Bob Carlson

Filed under: Estate Planning, estates, Estate tax, Carlson, Bob Carlson, income taxes, estate taxes, real estate, retirement plan, retirement, retirement plans, business sales, selling a business, small business
Five Myths of Business Succession

Few small firms survive past the first generation of owners. That is well-known. Most people assume the business failures are due to the inadequacies and mistakes of the owners and managers after the first generation. Yet, at least an equal share of blame...

Published 08-21-2008 9:48 AM by Bob Carlson

Filed under: Estate Planning, estates, Estate tax, tax-free gifts, gifts, Carlson, Bob Carlson, wills, income taxes, estate taxes, retirement plan, retirement, retirement plans, business sales, selling a business, small business
Little-Known IRA Tax Saver

Many people own shares of employer stock through 401(k) or other retirement plans. Few of these workers, or many of their financial advisers, know the tax break that is available slash the tax burden from selling those shares. With a little planning and...

Published 08-14-2008 8:22 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, estates, Carlson, Bob Carlson, iras, ira distributions, retirement plan, retirement, retirement plans, employer stock, nua, stock
Reducing the Mortgage on Your IRA

Most people are busy accumulating large balances in their IRAs and 401(k)s and managing the accounts. They forget that the IRS holds a mortgage on those accounts. You put mostly pre-tax dollars in the accounts and let income and gains compound tax deferred...

Published 08-07-2008 11:45 AM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, Carlson, Bob Carlson, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, retirement plans, annuities
Overlooked Estate Planning Moves

Most estate planning discussions involve big picture issues, such as taxes, trusts, gifts, and how to handle a business. Too often, however, the success or failure of a plan depends on small details that can seem unimportant. Shortchanging the time and...

Published 08-01-2008 8:58 AM by Bob Carlson

August 2008 - Retirement Watch

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Planning Tips for Family Businesses

Five Myths of Business Succession

Little-Known IRA Tax Saver

Reducing the Mortgage on Your IRA

Overlooked Estate Planning Moves