Retirement Planning News – Page 3 – Successful retirement is about increasing income and reducing stress

Investing Regrets & How To Avoid Them

Summary: In a recent online survey conducted by MagnifyMoney.com, people with investment accounts were asked about any regrets they had. It turns out that 77%...

Florida Wills, Trusts, and Estate Planning Basics

Summary: Do I need a Will if I have a Trust? Do I need to update my Will if I move to Florida? Do I...

Should I Do A Roth Conversion? Impact Of The SECURE Act.

Summary: With the passage of the SECURE Act and the changes to IRA rules, discussion on Roth conversions is heating up. In this show we...

How To Avoid Taxes On Capital Gains

Summary: Capital gains are a good thing. You made a profit on an investment. However, the IRS wants to tax those gains. In this show...

New Rules On Required Minimum Distributions (RMDs)

Summary: The SECURE Act was signed by the President on December 20, of 2019. This law has several major changes to retirement rules. In this...

My Universal Life Policy Is Failing

If you own a Universal Life Policy, there is a possibility that the policy is not doing what you had intended. Even worse, the policy...

The True Cost Of Caregiving

Executive Summary: The financial & personal costs of caring for a loved one are extreme. Who is going to take care of your loved one...

Retiring To Florida – Tips From Experience

Executive Summary: What’s it like to relocate to Florida for retirement? What are some of the issues you’ll face making this move? In this episode...

Increasing Costs Of Long Term Care

Executive Summary: Long Term Care expenses are high and seem to be increasing each year. It’s an expense that is difficult to deal with, and...

Social Security: Marriage, Death, & Divorce

Executive Summary: What happens to my Social Security when:I lose my spouse?I get divorced?My ex-spouse dies?I get remarried?Can I claim against an ex-spouse and will...