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January 2021 - Various Links You May Find Useful

1/11/2021

0 Comments

 
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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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/
==============================================================================================
3.  From Ed Slott - "America's CPA" - 2021 New Year's Resolutions For Your IRA:
ed_slott_2021_resolutions_for_your_ira.pdf
File Size: 103 kb
File Type: pdf
Download File

=============================================================================================
4.  From Social Security expert Devin Carroll - Social Security "Cheat Sheet" for 2021:
2021_social_security_info_sheet.pdf
File Size: 458 kb
File Type: pdf
Download File

===============================================================================================
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."
https://www.kiplinger.com/article/retirement/t047-c022-s004-secure-act-threatens-ira-rules-that-benefit-heirs.html ​
https://www.investopedia.com/articles/personal-finance/102815/rules-rmds-ira-beneficiaries.asp
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
==============================================================================================
6.  Retirees with guaranteed income are HAPPIER and live longer???  Hmmm...
www.yahoo.com/finance/news/retirees-guaranteed-income-happier-live-094500484.html
==============================================================================================
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
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
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
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
=============================================================================================
8.  Annuities - Good deal for women??
https://www.kiplinger.com/article/retirement/t003-c032-s014-annuities-could-be-especially-good-deal-for-women.html
=============================================================================================
9.  Annuity - Investment or Insurance?
annuity_-_investment_or_insurance.pdf
File Size: 1545 kb
File Type: pdf
Download File

==============================================================================================
10.  Planning for Medical Expenses In Retirement:
www.investopedia.com/retirement/how-plan-medical-expenses-retirement/
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  • Home
  • Learn
    • Gen X
    • Baby Boomers
    • Small Business Owners
    • Corporate Executives
    • Private Practice Individuals
  • Products
    • Life >
      • Family Term Coverage
      • Mortgage Protection
      • Final Expense
      • College Funding
      • Home Equity Transfer
      • Universal Life
      • Living Benefits UL
      • IUL Retirement Plan
      • Private Equity Banking
      • PAR Whole Life
      • Tax-Free Retirement Plan
      • Pension Maximization
      • Key Person
      • Taxes Risks & Fees
      • Executive Bonus
      • 412e3 Pension
      • Lifetime Tax Strategy
      • Business Succession
      • IUL Reset
      • IUL Hedging
      • IUL Crediting
      • Salary Continuation
      • Financial vCourse
      • Living Benefits
      • Planned Giving
      • Whole Life Cash Reserve
      • Business Tax Strategy
      • IUL Decision Assurance
      • CRT/ART
    • Annuities >
      • Retirement Questions
      • Split Annuity
      • Indexed Annuity
      • Withdrawal Guarantee
      • Multi-Year Guaranteed Annuity
      • Safe Money Contracts
      • Longevity Annuity
      • Annuity Laddering
      • LTC Annuity
      • IRA Rollover
      • Guarantee Your TSP
      • Lifetime Income Guarantee
      • Annuity Exchange
      • Annuity Primer
      • Annuity Buckets
      • FIA Decision Assurance
      • Cash Balance Plan
      • 401k Plan Rollover
      • Stretch IRA
      • Retirement vCourse
      • Roth Annuity
      • FIA Crediting
      • FIA Reset
      • FIA Hedging
    • Estate Planning >
      • IUL Cash Reserve
      • Your Estate Plan
      • Living Trust
      • Special Needs Trust
      • LTC Life
      • One Pay LIfe
      • IRA Conversion
      • Reverse Mortgage
      • Life Settlement
      • Buy/Sell Funding
      • Estate Tax Trust
      • Safe Money Retirement Tax Strategy
      • Insurance Financing
      • Social Security
      • Business Equity Transfer
  • Create A "Private Pension"
  • The Annuity Truth
  • Blog
  • About
  • Contact