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Can you Utilize an SPDA?

Posted on June 20, 2012 by bobrichards

With retirement just a couple years away, you may find yourself contributing seriously to your retirement portfolio. You would like to get just as … [Read more...]

Tax Breaks with IRA-to-Roth Conversions

Posted on June 18, 2012 by bobrichards

Both profits within and withdrawals from a Roth IRA are tax-free thereby supplying optimum tax breaks. This stays correct for your Roth beneficiary … [Read more...]

Tax Strategies With your Investments

Posted on June 16, 2012 by bobrichards

Beyond fees and financial transaction costs, nearly all purchases are subject to taxation - and that represents more cost for you that can lower your … [Read more...]

Annuities Need Smart Tax Strategies

Posted on June 15, 2012 by bobrichards

One well-known advantage of a fixed annuity is that you are able to let the interest in the account compound each year with no need of paying income … [Read more...]

Capital Gain and Dividend Tax Shelter for some Retirees

Posted on June 14, 2012 by bobrichards

One significant advantage for tax payers in the lowest 2 tax brackets is the elimination of both the long term capital gains tax and qualified … [Read more...]

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Recent Posts

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

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