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Withdrawal Mistakes by Boomers to Avoid

Posted by My Invest on Thursday, 1 September, 2011, 3:12 AM

Withdrawal Mistakes by Boomers to Avoid

Baby Boomers there are several mistakes you cannot make if you want to retire successfully. Many know they have to save, but what shouldn't you do? That is the real question.

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A To-Do List For The Surviving Spouse

Posted by My Invest on Thursday, 1 September, 2011, 3:02 AM

A To-Do List for the Surviving Spouse

All couples are different, but here is a partial list of issues that may be important. ... The worst plan might be simple “I love you wills” that leave everything to the surviving spouse with the understanding that she will “do right the right thing. ...

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15 Retirement Mistakes Boomers Should Avoid

Posted by My Invest on Thursday, 1 September, 2011, 3:01 AM

15 retirement mistakes boomers should avoid

Reuters For many baby boomers retirement is just around the corner, but they may also be headed for some big mistakes when it comes to investing for the long haul. ... Five Retirement Mistakes Boomers Should Avoid. – 04 August 2011 Posted in: Personal Finance .... “A tax expert can help reduce a person's tax liability from 15% down to 7% simply by restructuring their portfolios and using a few strategies they might not have thought of,” says Knotick. “Taxes have nowhere to go but ...

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