Friday, February 11, 2022

Moving retirement money

 

Advisor’s universal advice: “Long-term investing isn’t sexy. It just takes patience.” There is only one way to make sure they have enough for later life, this advisor warns athletes. “You’re wealthy today, but that doesn’t mean you’re going to be wealthy tomorrow.” “[They] get real loosey-goosey with the money they have in their bank account,” the advisor says. “You may be making $2 million one year — but the next, you could get cut and make zero.” Years ago, players were going broke or bankrupt after football. Now the NFL will match what they put in their 401(k) up to 200%. If you don’t have a matching 401k or 403b at work, an IRA can provide the same huge nest egg in retirement—it just takes time. There are two IRA flavors—tax-deferred or tax-FREE. A traditional IRA allows you to deduct up to $6,000 from your annual taxable income. You pay tax later when you take the money out for retirement income. A Roth IRA allows you to contribute AFTER tax money so your life-long gains in the account will be tax-FREE. $250 a month in a low-cost stock market index fund may grow to $1,000,000 in 37 years. You have contributed $111,000 but the full $1 million is tax-FREE. This may mean no income tax on your SS benefits too. $1 million to spend just takes patience.

You don’t need to earn an NFL salary: https://www.amazon.com/New-American-Retirement-System-ReserveTM/dp/1461030072

 

Winning a contest or gambling is NOT the way to wealth

Amy Schneider Faces Tax Bill Of Over $630,000 After Record 'Jeopardy!' Win. Schneider won $1,382,800 but almost HALF goes to taxes. A better way to build wealth is to pay NO taxes on your income. Our tax system does provide a better way: tax-FREE earnings using a legal tax haven so that every penny you earn can be spent—no taxes. Hopefully Schneider has used this tax-FREE account for her regular job. She could have invested in the IRS-approved account during her work years and accumulated over $1 million and NOT have to pay taxes on the full $1 million. Avoid taxes like the rich.

Use your tax haven: https://www.amazon.com/Your-Tax-Haven-Tax-FREE-Americans/dp/1482659441

 

You quit: What to do with your retirement money

People are looking for flexible work arrangements, higher pay and job security in their careers. Many are willing to leave their jobs to find something better. But what do you do with your old 401k or 403b? Some companies allow you to leave it in your old plan. However, you will need to monitor closely what is going on there. Sometimes when companies change hands, the former workers can’t get their money out right away or at full value. Unless you are planning on taking your nest egg now to live on (and pay the 30-40% lump sum taxes), you have the option of keeping your balance growing. You may need 30 years worth of retirement income so most people make a tax-FREE transfer to a new job plan or to a rollover IRA at a mutual fund firm. Each time I left my employer, I had the Vanguard custodian receive my old job account directly into a tax-FREE rollover account. This avoids the chance that the old plan clerk tells the IRS that you took the money without paying taxes. It is very difficult to undo a mistake of this sort. You can’t put the “genie back into the bottle.” When the money got to Vanguard, I told the trustee to put it in the same kind of investments I owned in my old 401k. I never paid a dime in tax along the way to a comfortable retirement income.

https://www.amazon.com/Reset-Your-Retirement-Income-retirement/dp/1512304344

Why stocks are the best tool to beat inflation

Inflation is happening now at 6-7% annualized. My 69 cent can of beans went to $ 0.79 in 1 week. Gas, food and rent are more expensive so my income can’t keep up. My fixed income pension and investments have less buying power so I must buy less of everything. I buy half a dozen eggs instead of a dozen. For my readers who have most of their investable assets in low-cost broad-stock market mutual funds, they will be able to keep buying what they have been buying. Their accounts are down only 5% so far. They are not traders or cyber speculators. They expect their total returns from stocks to maintain the average of 10-12% nominal. If inflation returns to the 3% historical average, they gain 7-9% staying ahead of any cost increases. There are no guarantees but as Warren Buffett has done in his will, his heirs will prosper from his mandate of using a low-cost stock fund for retirement growth and income. Low-cost beat high-cost in every period.

Take his advice: https://www.amazon.com/Warren-Buffetts-Vanguard-Funds-Retirement/dp/1496148592

 

 Do you need a financial advisor?

The for-profit industry thinks you should pay one $ thousands. But how do you find one who can help you without taking most of your earnings. One industry insider calculated that paying 2% in fees, trading, and poor timing will deprive you of up to 63% of your potential accumulation. Over your life of saving for retirement, you could end up with $ 2 million or less than HALF that. There are money managers, securities sellers, financial planners, RIAs, and discount brokers. You must decide which you need, so ask a lot of questions: costs, taxes, legacy, risks, strategies, large mutual fund firm or small ‘boutique’ firm, DIY or full service, fiduciary or trader, family or lowest bidder firm. Shop around. Maybe you need one of each type. One sales person can’t do it all.

It’s your money: https://www.amazon.com/New-American-Retirement-System-ReserveTM/dp/1461030072/

 

Congress people make $ millions on stock trading info we don’t have

At ‘work’ Congress people use "insider trading" with their privileged information. We pay their staff to find information on the issues of the day. Example: they learn early which vaxx maker used, which firm will get gov contract for new weapon system, which oil fields will be leased to which oil co, which new gov building built where, etc. They learn which companies will merge, go bankrupt, fail and be investigated before we do. House Rep Pelosi, listed as the eighth biggest trader in 2021, is not the only lawmaker 

whose disclosures reveal millions of dollars worth of transactions. Congress works the system they create: they write the tax laws about their own businesses, that provide subsidies to their donors, that fund the Import Export bank that supports Boeing, that even pays themselves as gentlemen/women ‘farmers’. This is socialism for the rich and connected. Government helps the wealthy stay wealthy.

Socialism American-style: https://www.amazon.com/Americas-Socialism-Rich-little-people/dp/1535218584

 

 

?**********ACCOUNTABILITY**************?

 

 

Like 1776, this period is a test of democracyWe rejected an "American fascist" once

 

 

The Path to Dictatorship: 2010-2030

 

 

Trump admits “sending US to hell

 

GOP censures terrorist accountability

 

GOP: sedition is 'legitimate political discourse'

 

Justice Dept ‘lawyer’ planned coup

 

Trump flushed coup plan down toilet

 

Pence shines light in the gulagsI am the only one

 

 

 

How Govt wastes our money:

Who would be against lowering carbon emissions in Biden’s BBB bill? Not people

82nd Airborne deployed to Eastern Europe: Biden draws Putin a line GOP objects

FL GOP nixes abortion for rape, incest: FL GOP will adopt/raise these kids for life

FL to give people right to pick school topics so NOT to give student any “discomfort.”

 

IRS wastes money on facial recognition instead of auditors to catch rich tax avoiders

Government shuts down Feb 18: Congress goes home next week: another work stoppage

Manchin killed clean air part of BBB to keep his biz in coal sales: $500,000/year

We lost $125 million Mars orbiter with simple math error: no one fired

 

SCAMS/SPINS:

Spotify for misinformation: Follow the $100 million:   _____better places for music? 

Guns don’t kill people; people kill people: lock up all the people with guns?   Sure

 

Stop retirement account hackers with help from your investment firm.

 

AL GOP new voting districts cut out Black voters: Supremes agree cut Black votes

NC Supremes: GOP gerrymandering unconstitutional: GOP took away 2 Dem districts

Check the source before you accept what they say: easy to fake it

 

Texas butterfly sanctuary closed after far-right threats: fake reports wake brainwashed

Trump adviser to take over Republican National Committee: more control; more money

 

Canada-MI trucker’s protest is not about mandates: 90% vaxxed: Anti gov protesters

Miracle: all those “deeply held religious beliefanti-vaxx letters $195; same sources?

GOP anti-vaxxers going for 1,000,000 dead: US leads the world: 19,000 a week no vaxx

COVID Orphans—Over 200,000 Children Have Lost Family: NOT a personal choice

 

Covid plague takes out 793 English pub which lasted in wars, famine and last plague

 

Tesla takes out 2 deputies while ‘driver’ watching movie: why let car kill?

Tesla self-driving is a marketing stunt: watch this drive before you buy: killed or kill?

Forget auto driver: Tesla tries to drive down railroad tracks; hit pedestrian, bike lane

 

GOP intimidates voters by sentencing woman to 6 years prison just for registering

 

Sucking kids into gambling with gaming-style aps may cause more additions

6 India-based call centers indicted for placing tens of millions of scam calls

Hyundai, Kia cars can burst into flames: don’t park near buildings: recall 500,000

fake luxury goods from Gucci to Chanel across Facebook, Instagram: know your stuff

 

Nun Mary Margaret Kreuper, 80, caught stealing $835,000 school tuition funds: 1 yr jail

Scott Nicholson caught stealing $471,601 in commodity trades that failed: 3 yrs prison

FURMAN ALEXANDER FORD caught stealing $1.3 million fake docs: 11 yrs prison

 

Michael M. Beck caught talking up stocks on Twitter then selling same for profit: Refund

Product aimed at women cost more: violated the Missouri Merchandizing Practices Act 

Facebook caught breach of anti-money laundering and scam laws

 

Canada Catholic church tortured and killed hundreds of kids: “suffer the little children

 

Jobs

Protect our grid, financial system, communications from quantum computer hackers?

TD Bank boosts child care and elder care benefits

Which vehicles do thieves like to steal? Not Mercedes, Porsche, Audi

 

Can the 82nd Airborne help EU stop Putin’s invasion of Ukraine?

Dolly will pay your tuition books fees even if you are part time

 

Who owns your account now?

Landlords get around rental increase limits by charging extra “amenity fees”: up 14%

Amazon Prime costs more: Free stuff helps soften the blow

Finally, ‘no-fly’ list of unruly passengers: Unruly will be given parachute: no turn back

 

Jeep Wrangler rated bottom of reliability, noise, mpg, bumps, but loved by drivers

Most and Least Liked Car Brands: Would you buy your brand again?

Retire to best states; avoid the worst states: taxes, health, and quality of life

 

Discovery takes over CNN HBO: Discovery will appoint a new leader of CNN

 

Miracles:

Pence stops bending over: Trump’s plan to cancel Biden result: "un-American.”

Student builds 3D prostheses for injured dogs that give them new life

Spinal Implant Enables Paralyzed Man With Severed Spine to Walk Again

 

8-year-old writes Christmas book, puts in library: 100 waiting to read it: next big thing?

Annette Goodyear, crossing guard, saves student from car speeding in school zone

 

We can apply for Medicare online: https://blog.ssa.gov/apply-for-medicare-online

We can apply for Social Security online: https://www.ssa.gov/benefits/retirement/

We can apply for health care online: https://www.healthcare.gov/

 

IAN

41 Watchung Plaza, B242

MontclairNJ   07042

973.746.2014

www.InsuranceAdvisorsNetwork.com

Alerts available at http://dankeppel.blogspot.com/

 

 

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