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When is it appropriate to buy an annuity? Joe and Big Al run a retirement annuity spitball analysis. Plus, when might it make sense to take Social Security early, and what are the rules for collecting survivor Social Security benefits? Finally, how does net investment income tax (NIIT or the Medicare surtax) on long term capital gains impact a house sale? Is it possible to do a 1031 exchange from rental real estate in Utah for investment property in California?
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Social Security strategies if you are married to a younger spouse and have a minor child, affected by the windfall elimination provision, considering divorce for a better benefit, or unsure of the restricted application. And should you spend 401(k) money before taking Social Security? Next, tax strategies for real estate: should you gift property now […]
Don’t play retirement roulette with your estate planning. Financial professionals Joe Anderson and Alan Clopine discuss ways to limit your tax exposer when passing on real estate to your children. The duo also discusses the options for saving money for your children or your grandchildren’s education. Click here for the full Retirement Roulette: Don’t Leave Your […]
