Retirement & Financial Planning Report

Do you have a large amount of your net worth in one or two highly appreciated stocks? Holding on to …More

Under new Securities and Exchange Commission rules, mutual funds must report pretax and after tax returns for several time periods: …More

Life settlement companies buy used life insurance contracts, keep the policy in force and eventually collect the proceeds. Selling may …More

For many people, a key concern is to keep from running out of money as they grow older. How likely …More

Do you own a pet? An estimated $1 billion is paid out each year because of dog bites, according to …More

The income in respect of a decedent (IRD) rules can reduce the tax if you inherit an annuity from an …More

Until now, mutual fund performance reports included only pretax numbers. Your income tax obligations weren’t included. However, any earnings you …More

https://www.fedweek.com/RFPR/default.asp to read a FREE report on Finding Your Dream Retirement Home. (You’ll find the direct link to this report …More

Replacing a life insurance policy used to be unthinkable but now you should investigate the possibility. With Americans’ life expectancy …More

Even if you have retired and are receiving a pension, you won’t be disqualified from contributing to an IRA. As …More

Own-occupation disability insurance policies pay benefits to individuals who can’t continue their own specialized line of work. If you can’t …More

When you’re shopping for life insurance, an agent likely will show you an “illustration,” a computerized printout that might show …More

As you prepare your 2001 tax return, take the time to check your records for accuracy: Be sure to provide …More

Some tax-deferred annuities offer an irrevocable beneficiary designation option. Here’s how this might work: You can change the beneficiary designation …More

As of 2002, you can make gifts of up to $11,000 each year, to any number of recipients, without reducing …More

https://www.fedweek.com/RFPR/default.asp to read a FREE report on Finding Your Dream Retirement Home. (You’ll find the direct link to this report …More

If you’re selling an existing insurance policy on your life, via a “life settlement,” be careful. Any fee or commission …More

While age 65 is considered the “full” retirement age for Social Security benefits and benefits can be collected as young …More

Keep these points in mind while you’re preparing your 2001 return: Don’t forget filing requirements for household employees. Employers of …More

Did you convert an IRA to a Roth IRA in 2001? If so, you may be able to reverse your …More

If you are interested in taking a chance on a new mutual fund, hoping for outstanding results, what should you …More

If you’re holding a mutual fund that has performed poorly, is it time for a change? Perhaps, as long as …More

To protect yourself from identity theft, place the contents of your wallet on a photocopy machine. Copy both sides of …More

https://www.fedweek.com/RFPR/default.asp Some approaching retirement or already retired want to stay put while others want a smaller home or a move …More

Are you hoping to tap your IRA before age 59 1/2 without paying a 10 percent penalty? In several private …More

Today, virtually anyone may be the target of litigation so it’s vital to protect your personal assets. Insist upon obtaining …More

You can take the emotion out of investing by use of “limit orders” to automatically sell securities when certain prices …More

If you are going to invest outside the U.S., you should build a diversified portfolio, as you would for your …More

In early 2002, 30-year Treasury bonds were yielding 5.36 percent while 30-year AAA-rated municipal bonds were yielding 5.15 percent, a …More

Don’t disrupt your portfolio by getting out of a losing mutual fund and into one that’s been hot. The last …More