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Finance - Page 15

Survivorship life insurance can pay estate taxes, offset income taxes on inherited qualified plans, and replace assets. When putting your estate plan together, do not overlook this valuable planning tool.

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Do you have your own business? Do you have a 401(k) at work and have self-employment income on the side? If so, the SEP IRA may be one alternative to building a bigger retirement nest egg.

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Are you considering long term care insurance but are balking because you don't think you will ever need it? Here is an approach that does not require annual premiums and provides a tax-free benefit to your heirs if long term care is never needed.

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If you are over 70 1/2, have an IRA and are charitably inclined, a new law allows you to make a substantial gift from your IRA tax-free. However, there is a narrow window of opportunity.

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Whether or not to sell their home is one of the biggest sources of consternation to seniors. Here are reasons to stay put and ways to remain in the home and get the equity out.

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If you retire early and roll your 401(k) into an IRA, what is the best way to take out income to live on? What are the rules? What are the penalties for taking money out before the magic age of 59 1/2? What are the exceptions? What are the work-arounds?

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Why is making the proper beneficiary election for your IRA important? Does your election follow the rules? Is it the best one for your family circumstances? Is there a better one? Find out by taking a look a few common beneficiary elections and their results.

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Take a look at the past. There has never been a correction that has not proven to be a buying opportunity, so start collecting a diverse group of high quality, dividend paying, NYSE companies as they move lower in price.

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