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Planning

Real Life Planning © Topics

Retirement:

Calculate how much you should be saving for retirement each year.

Important Financial Dates to Remember.

IRA Minimum Distribution Rules Flowchart and IRA Definitions.

Who Should I Name as My IRA Beneficiary?

 

Investments:

The Investment Planning Process

Basic Stock Investment Rules

Asset Class Winners and Losers 1986 to 2000

Disasters and the S&P 500 since 1946

 

Estate Planning:

Famous People Who Died Without Adequate Estate Planning 

Estate Planning for Simultaneous Deaths

Some Estate Planning Dos and Don'ts

Should You Use a Living Will To Spell Out Your Health-Care Wishes in Case You Become Incapacitated?

Developing an Estate Plan

How a Bypass Trust Works

S Corporations and Estate Planning

 

Practical Ideas You Can Use:

Agencies That Keep Tabs On Your Finances and How to Check Them

Financial Planning for the Newly Married: Some Pitfalls  

Five Secrets to Wealth in the 21st Century

How To Avoid Becoming a Victim of Credit-Card Fraud.

Pyramid Schemes on the Rise: How Savvy Investors Get Stung.

What Not to Put in a Safe Deposit Box.

What To Do When You Are Approached For Charitable Donations.

What Type of Medical Plans are Available for Employees?

How Not To Pay Extra Alimony.

Important Papers You Need When a Family Member Dies.

 

Life Insurance:

What Type of Life Insurance to Buy?

Life Insurance or an Annuity—Which Suits Your Needs?

How Much Life Insurance Do You Need?

Should You Take Out Life Insurance for Your Children?

When to Review your Life Insurance Coverage

 

Income Taxes:

Tax Planning Ideas for High Net Worth Individuals

Two Ideas for Minimizing Your Tax Bill

A Slip of the Lip May Bring on a Tax Audit

If An IRS Agent Calls, Get It In Writing

Why Tax Credits Are More Valuable Than Tax Deductions

When Travel Expenses Can Be Deducted: A Quick Review

Wash Sale Rule

Important 2002 Tax Law Changes

Main Home Tax Exclusion Rule

Taxpayers Short on Funds at Tax-Filing Time Should Not Delay Filing Return

New Generation-Skipping Transfer Tax

 

Check out Business Planning Tips 

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College Funding I Tax TipsEstates I Mortgages

 

 

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