1. Remember Fed Chairman Alan Greenspan's use of the phrase "irrational exuberance" in December 1996 to describe the stock market volatility in the run-up to the "Dot-Com" bubble?
https://en.wikipedia.org/wiki/Irrational_exuberance
I was reminded of it when I read the article linked below:
https://finance.yahoo.com/news/full-blown-mania-stock-market-190645446.html
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https://en.wikipedia.org/wiki/Irrational_exuberance
I was reminded of it when I read the article linked below:
https://finance.yahoo.com/news/full-blown-mania-stock-market-190645446.html
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2. Worried about taxes going up? You may find this link useful and informative:
https://www.usatoday.com/story/money/columnist/powell/2021/01/10/roth-ira-conversion-consider-ira-roth-ira-rollover/6601435002/
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https://www.usatoday.com/story/money/columnist/powell/2021/01/10/roth-ira-conversion-consider-ira-roth-ira-rollover/6601435002/
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3. From Ed Slott - "America's CPA" - 2021 New Year's Resolutions For Your IRA:
| ed_slott_2021_resolutions_for_your_ira.pdf |
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4. From Social Security expert Devin Carroll - Social Security "Cheat Sheet" for 2021:
4. From Social Security expert Devin Carroll - Social Security "Cheat Sheet" for 2021:
| 2021_social_security_info_sheet.pdf |
Here's a video from Devin re: calculating your Social Security:
http://www.viewpure.com/Gt2lA8515_A?start=0&end=0
http://www.viewpure.com/Gt2lA8515_A?start=0&end=0
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5. Elimination of the "Stretch" IRA - Rules for Inherited IRAs - changes you need to know, e.g. elimination of the "stretch IRA" for most people - for most situations, your heirs must now pay the taxes due on the IRA they inherit from you within 10 years, thanks to the passage of the "Secure Act."
5. Elimination of the "Stretch" IRA - Rules for Inherited IRAs - changes you need to know, e.g. elimination of the "stretch IRA" for most people - for most situations, your heirs must now pay the taxes due on the IRA they inherit from you within 10 years, thanks to the passage of the "Secure Act."
There are ways you can lessen or eliminate the taxes your heirs will pay when they inherit your IRA - this video provides a "40,000 ft. overview:"
www.safemoneyhouston.com/ira-conversion.html
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www.safemoneyhouston.com/ira-conversion.html
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6. Retirees with guaranteed income are HAPPIER and live longer??? Hmmm...
www.yahoo.com/finance/news/retirees-guaranteed-income-happier-live-094500484.html
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www.yahoo.com/finance/news/retirees-guaranteed-income-happier-live-094500484.html
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7. Several retirement-related links from Kiplinger.com:
Myth Busters - Examine The Facts About Fixed Index Annuities:
www.kiplinger.com/retirement/annuities/601969/myth-busters-examining-the-facts-about-index-annuities
Myth Busters - Examine The Facts About Fixed Index Annuities:
www.kiplinger.com/retirement/annuities/601969/myth-busters-examining-the-facts-about-index-annuities
Turned Off By Low CD Rates? Consider a MYGA (Multi-Year Guaranteed Annuity):
www.kiplinger.com/retirement/annuities/601822/turned-off-by-low-cd-rates-consider-a-fixed-annuity
www.kiplinger.com/retirement/annuities/601822/turned-off-by-low-cd-rates-consider-a-fixed-annuity
Does Your Retirement Plan Guard Against "The Survivor Trap?"
www.kiplinger.com/retirement/retirement-planning/601958/does-your-retirement-plan-guard-against-the-survivor-trap
www.kiplinger.com/retirement/retirement-planning/601958/does-your-retirement-plan-guard-against-the-survivor-trap
When It Comes To Retirement, You Don't Know What You Don't Know - 12 Things You Didn't Know About Annuities...
www.kiplinger.com/slideshow/retirement/t003-s014-12-things-you-didn-t-know-about-annuities/index.html
www.kiplinger.com/slideshow/retirement/t003-s014-12-things-you-didn-t-know-about-annuities/index.html
More links from Kiplinger re: retirement planning:
www.kiplinger.com/retirement/annuities?page=1
www.kiplinger.com/retirement/annuities?page=2
www.kiplinger.com/retirement/annuities?page=3
www.kiplinger.com/retirement/annuities?page=4
all the way to page=11
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www.kiplinger.com/retirement/annuities?page=1
www.kiplinger.com/retirement/annuities?page=2
www.kiplinger.com/retirement/annuities?page=3
www.kiplinger.com/retirement/annuities?page=4
all the way to page=11
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8. Annuities - Good deal for women??
https://www.kiplinger.com/article/retirement/t003-c032-s014-annuities-could-be-especially-good-deal-for-women.html
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9. Annuity - Investment or Insurance?
| annuity_-_investment_or_insurance.pdf |
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10. Planning for Medical Expenses In Retirement:
www.investopedia.com/retirement/how-plan-medical-expenses-retirement/
10. Planning for Medical Expenses In Retirement:
www.investopedia.com/retirement/how-plan-medical-expenses-retirement/
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