Most Retirees Feel Debt Is Under Control
Considering the Great Recession, it’s probably not surprising that retirees expressed more concern about debt in 2011 than in 2005. Even so, the majority of retirees remain comfortable with their debt levels.
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Insurance for Two Could Benefit Your Heirs
Survivorship life insurance may help pay estate taxes, which could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher.
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Don't Forget Your RMDs
Although traditional IRAs and employer-sponsored retirement plans offer some appealing tax benefits, they are also subject to a number of rules, contribution limits, and deadlines. Failing to meet all the requirements could result in tax penalties and unwanted tax consequences.
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The information contained in this
newsletter is not intended as tax or legal advice, and it may not be relied on for the
purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal
advice from an independent professional advisor. The content is derived from sources
believed to be accurate. Neither the information presented nor any opinion expressed
constitutes a solicitation for the purchase or sale of any security. This material was written
and prepared by Emerald. Copyright 2011 Emerald Connect, Inc.
The Retirement Planning Specialists, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC 5460 S. Quebec Street, Suite 220 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406 www.RPSpecialists.com
