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Tax Relief with your Fixed Annuity

Posted on March 3, 2009 by bobrichards

While fixed annuities offer both safety and tax deferred interest accumulation for millions of retirement savers, the annuity proprietors can't … [Read more...]

Reduce Taxes Now- Convert to Roth IRA Before Tax Rates Increase

Posted on February 27, 2009 by bobrichards

We have talked before about the 2 ways a Roth account reduces taxes-- tax-free growth and tax free withdrawals that a Roth IRA offers you and your … [Read more...]

Reverse mortgages can turn your home’s equity into spending dollars

Posted on February 23, 2009 by bobrichards

If you are retired, you may have discovered that your current income is insufficient to meet your living expenses, especially if you have unexpected … [Read more...]

If You Can Save in Retirement, Put It Where It’ll Count

Posted on February 4, 2009 by bobrichards

In economic downturns everyone tends to tighten their budgets, and that includes retirees. In fact you may find you're actually saving in retirement … [Read more...]

Take an ‘in kind’ IRA Distribution If You Expect Its Value to Increase

Posted on January 16, 2009 by bobrichards

Once you've reached age 70½, you must take a minimum required IRA distribution (MRD) each year.  But if you don't need the cash to live on and you … [Read more...]

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Latest Posts

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Recent Posts

  • Recession Can Be Good for Retirees - The Silver Lining of Recession
  • Bear Market - When Will It End?
  • When Will the Stock Market Recover
  • How to Pay Lower Taxes on IRA Distributions
  • Retired and Stocks Losing Value

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