Posts by Keith Singer
Minimizing annuity taxes
Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…
Read MoreTax-free 1031 real estate exchange
Many successful people have become wealthy from real estate investments. According to Forbes, about 10 percent of the world’s billionaires created their wealth from real estate. A significant portion of…
Read MoreMaximizing the tax benefit of charitable donations
With the new tax laws, it has become potentially more difficult to receive optimal tax treatment for one’s charitable donations. Married couples filing jointly now have a $24,000 standard deduction.…
Read MoreTariffs and the stock market
It is universally agreed that international trade wars are bad for global economies. Tariffs increase prices on goods people buy. Consumers either buy less or they increase consumer debt. Tariffs…
Read MoreA better way to plan for long-term care expenses
Seven out of 10 Americans over the age of 65 will need some form of long-term care.* If you are very wealthy, you can probably afford the $41,000 per year…
Read MoreIndex annuity update
Many investors have been increasing their allocations to index annuities as a way to reduce market risk while still maintaining reasonable growth expectations. As numerous insurance carriers have recently started…
Read MorePast performance is no guarantee of future results
There is a universal disclaimer that warns investors not to assume that the recent results of any particular investment will continue into the future. Despite this warning, when contemplating potential…
Read MoreMy first financial lesson
On this Father’s Day, I want to share with you the first financial lesson my father tried to teach me. When I was in the second grade, the public school…
Read MoreTax shelter not just for the wealthy
The Blackstone Group LP has been pitching an innovative tax shelter to its ultra-wealthy clients. Invest your money with us and never pay any taxes. Blackstone, through its subsidiary, is…
Read MoreIncome planning
Once you are no longer working, you need to determine not only how much income you can afford to spend each year, but also from which accounts you should be…
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