January 2009 - 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

Taking Advantage of the 0% Capital Gains Tax Rate

For the two lowest tax brackets, the tax rate in 2008 through 2010 is 0% for qualified dividends and long-term capital gains. This compares to the 15% top rate others will pay on those types of income. Single taxpayers with taxable income up to around...

Published 01-30-2009 5:21 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, income taxes, trusts, estate taxes, grandkids, grandchildren, retirement, stock, stocks, investments, portfolios
The Neglected Step: Preparing Your Heirs

Many estate plans ultimately fail. The problems are not with the plans. The owners spent a fair amount of time and money preparing and executing the plans. They are sound plans that, if properly executed, would meet the goals. The problems with many estate...

Published 01-23-2009 2:17 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, estates, Estate tax, gifts, Carlson, Bob Carlson, wills, iras, trusts, ira distributions, estate taxes, grandkids, grandchildren, retirement plan, retirement, retirement plans, selling a business
Trustee Strategies for the 21st Century

Trusts are part of more and more estate plans. Often trusts are used to hold and manage assets for younger generations. Sometimes the beneficiaries are too young or inexperienced to manage the assets. Other times the older generation is afraid the younger...

Published 01-16-2009 12:04 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, creditor protection, asset protection, investments
2009 a Key Year for Roth IRA Conversions

Converting a traditional IRA to a Roth IRA has been a valuable tool to consider since the Roth was created in 1997. There are two reasons why a conversion is worth far more consideration now than in the past . First, a brief review of the basics. A Roth...

Published 01-09-2009 3:05 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Carlson, Bob Carlson, income taxes, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, stocks, portfolios

Investor Blogs

John Mauldin's Thoughts From The Frontline
John Mauldin's Outside The Box
Forecasts & Trends by Gary D. Halbert
Daily Pfennig by Chuck Butler
Musing on the Markets by Vinny Catalano
AIA Advocate for Absolute Returns

Richard Schwartz's Principles of the Stock Market
The Options Report with Ken Trester
The Stock Playbook with Dave Dispennette
The Room with David Galland
Retirement Watch by Bob Carlson
Growth Report by Ian Wyatt
Steve Cook's Strategic Stock Investments

Useful Links

Partners
Privacy Policy
Legal Statement
Who Is Online
Help

January 2009 - Retirement Watch

Syndication

Recent Posts

Have You Seen This?

Tags

Archives

Have You Seen This?

Taking Advantage of the 0% Capital Gains Tax Rate

The Neglected Step: Preparing Your Heirs

Trustee Strategies for the 21st Century

2009 a Key Year for Roth IRA Conversions