I am the editor of Retirement Watch, a monthly newsletter and web site I founded in 1990. I research and write about all the financial issues of retirement and retirement planning, for both those planning retirement and already retired. I cover estate planning, Medicare,
Capture The New Tax Breaks On Home Improvements
Know how to navigate the IRS regs to capture the tax credits under the Inflation Reduction Act.
Beware The Tax Traps Sprung On Those Who Move In Retirement
High-tax states try to tax residents who moved to lower-tax states.
Surprising Facts To Know About IRA Conversions
Widespread misconceptions and misinformation keep more people from seriously considering IRA conversions.
A Little Extra Planning Can Avoid ‘Heir Wars’
A lot of an estate can be wasted on lawyers' fees when wills or trusts have built-in conflicts.
How Higher Interest Rates Change Tax And Estate Planning Strategies
Higher interest rates make some strategies more advantageous than a few years ago, while others have lower benefits.