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Retirement Planning

CONSIDERATIONS FOR A COMFORTABLE RETIREMENT

SOCIAL SECURITY--YOUR PAYMENTS WHILE YOU ARE OUTSIDE THE UNITED STATES

International Aspects Of Financial & Estate Planning

Social Security Worldwide

"Into Foreign Territory" written by Alan Feigenbaum and published in the February issue of Bloomberg wealth Manager. The article, written for Financial Planners, provides an insight into the myriad of issues facing the advisor when counseling foreign born and resident alien clients. in .pdf format

Multi-Jurisdictional Estate & Asset Protection Planning

L.A. Times Money Makeover "The Gannes, From January 25, 2000

Retirement Planning - A Guide Written By The Dept. of Labor together with the CFP Board Of Standards

A complete Guide to choosing your Medigap policy

Read the Dept. of Health And Human Services Comprehensive Report On Older Americans And Mental Health.

A comprehensive overview of the United States Social Security System

The ultimate resource guide for older Americans. This 120 page guide is published by the National Institute on Aging in cooperation with the US dept of Health and Social Services.

 

Important - Disclaimers

Tax Planning

Tax Help For U.S. Military and their spouses

Most Frequently Asked Questions Concerning Filing Extensions, Tax Relief, Tax Free Income etc. for U.S. Military personnel serving in a combat zone

Tax Help For New Enlistees and Reservists Called Up

IRS Publication 3. Armed Forces Tax Guide In Acrobat .pdf format

At Tax Time, Be Aware of Tax Crime!! Of Tax Crime!

To view and / or print out the IRS brochure regarding our obligation to pay tax. This brochure, in Adobe's .pdf format, also contains information regarding enforcement efforts being undertaken against non-filers.

Press Memorandum on the subject of the latest enforcement program against non-filers and those who seek to evade taxes

From The Archives of the IRS. Learn more about abusive trusts, what to look for and how to avoid them by reading this article.

This IRS brochure, in Adobe .pdf format, provides a short summary of the types of trusts that are abusive

This IRS publication, in Adobe .pdf format, provides an overview of all treaties that are currently in place to help prevent and avoid double taxation.

Feedback Form To Contact Us Regarding Our Services

Scams Are On The Increase

Protect Against Identity Theft

ARCHIVE OF MONTHLY NEWSLETTER ARTICLES

Is Your 401K Plan A failure?

Businesses Receive Temporary Depreciation Bonus

Should You Abandon The Stock Market

IRS AGAIN SPLITS ON SPLIT-DOLLAR ARRANGEMENTS

HOW TO MINIMIZE THE INCREASING COST OF HOMEOWNER’S INSURANCE

THE BENEFITS OF PLANNED CHARITABLE GIVING

GRADUATING WITH A DIPLOMA&AND DEBT

SHOULD YOU LOAN MONEY TO FAMILY MEMBERS

SHOULD YOU BE PREPARING A "WAR" PORTFOLIO

BUSINESS INTERRUPTION INSURANCE OFTEN A MUST

DONOR-ADVISED FUNDS ALLOW PERSONAL CONTROL

DO YOU HAVE REALISTIC MARKET EXPECTATIONS

8 ESTATE PLANNING STRATEGIES YOU SHOULD KNOW

DIVING FOR DIVIDENDS

CHOOSING THE RIGHT INVESTMENT BENCHMARKS

FINANCIAL PLANNING FOR FOREIGN RESIDENTS IS TRICKY

WHY DO YOU NEED A FINANCIAL PLANNER

WILL YOU BE "SHOCKED" BY THE COST OF RETIREMENT

SERPS BOOST EXECUTIVE RETIREMENT INCOME

KEYS TO A COMPREHENSIVE WILL

CONVERTIBLE SECURITIES: INVESTING FOR THE WARY

HOW TO AVOID OVERLOADING RETIREMENT PLAN IN COMPANY STOCK

WORKING AT RETIREMENT

LADDER BONDS TO PROP UP SAGGING INTEREST INCOME

DIVERSIFYING YOUR PORTFOLIO WITH REAL ESTATE

IMMEDIATE FIXED ANNUITIES IN TROUBLED TIMES

SUCCESSFULLY MANAGING MONEY IN A RELATIONSHIP

SHOULD YOU PREPAY MORTGAGE IN A DOWN MARKET

INVESTING SHOULD REMAIN FOCUSED ON THE LONG TERM

FINDING THE RIGHT MEDIGAP POLICY

NEW TAX ACT DEMANDS CAREFUL SCRUTINY OF WILLS

AMT LIKELY TO HIT MORE TAXPAYERS UNDER THE NEW TAX ACT

NEW RULES AFFECT EXECUTIVES, USE OF SPLIT-DOLLAR ARRANGEMENTS

USE REVERSE MORTGAGES WITH CAUTION

PREPARE NOW FOR "NEW" 2010 TAX ON INHERITED PROPERTY

NEW TAX ACT AFFECTS PLANNING FOR SMALL-BUSINESS OWNERS

IS THE BEAR AS BAD AS HE APPEARS

DECIDING WHETHER TO ACCEPT AN EARLY-RETIREMENT OFFER

ESTATE TAX CHANGES REQUIRE CAREFUL PLANNING

WHAT TO DO IF DECLINING MARKET HAS ALTERED YOUR RETIREMENT PLAN

PLANNING FOR FINANCIAL HARD TIMES

NEW SEC INSIDER TRADING RULES EASE PORTFOLIO DIVERSIFICATION

EVERYONE, EVEN THE AFFLUENT, NEEDS TO BUDGET

KNOWING NET WORTH IS KEY TO MANAGING YOUR MONEY

PLANNING FOR THE EXTRA LONG RETIREMENT

Don't Depend On Inheritance To Fund Retirement

New Minimum Distribution Rules Benefit Beneficiaries

Preparing Your Business For "The Big One"

USING CHARITABLE GIFT ANNUITIES FOR RETIREMENT INCOME

IRS DRAMATICALLY SIMPLIFIES MINIMUM DISTRIBUTION RULES

KEEPING THE PEACE AMONG YOUR HEIRS

THE FACT AND FICTION OF TRUSTS

FINANCIAL PLANNING TOOLS FOR DISABLED ADULTS

THE PROS AND CONS OF INCENTIVE TRUSTS

CHOOSING THE RIGHT TYPE OF REAL ESTATE AGENT

INCOME IN RESPECT OF A DECEDENT BECOMING MORE CRITICAL TO ESTATE PLANNING

WHY AND HOW WOMEN SHOULD BETTER MANAGE THEIR OWN FINANCIAL LIVES

FINANCIAL GIFTS FOR THE HOLIDAYS 2000

Avoiding the Holiday Gift Blues 2000

PLANNING FOR FINANCIAL EMERGENCIES

MEETING THE CHALLENGES OF INHERITING MONEY

REPEALING ESTATE TAXES WON'T REPEAL NEED FOR ESTATE PLANNING

FRINGE BENEFITS ANYTHING BUT 'FRINGE' THESE DAYS

QUESTIONS ABOUT HIGHER MORTGAGE RATES

RETIREMENT: IT WON'T LOOK LIKE YOUR PARENTS'

AVOID THESE LIFE INSURANCE MISTAKES

MAKING THE RIGHT FINANCIAL MOVE

WHAT YOU CAN DO ABOUT RISING INFLATION RATES

CONSIDER STUDENT CONSOLIDATION LOAN CAREFULLY

avoid

DON'T OVERLOOK BENEFITS OF FLEXIBLE SPENDING ACCOUNTS

HOW TO MAKE SUBSTANTIAL LIFETIME GIFTS TO MINORS

aging.html

MIDYEAR TAX PLANNING: IT CAN BE GOOD FOR THE BANK ACCOUNT

NEW SOCIAL SECURITY STATEMENT MAY BEWAKE-UP CALL FOR YOUR FINANCIAL FUTURE

Debt - The Good, The Bad & The Ugly

Homebound - Do You Remodel Or Move?

Stretching Your Retirement Dollars

ARE YOUR RETIREMENT ASSETS PROTECTED FROM CREDITORS?

PERSONAL FINANCE CHECKLIST FOR YOUNG ADULTS

Nigel B. Taylor, CFP¨ is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered Broker-Dealer. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific state(s) referenced. Separately, Taylor & Associates is a CA Registered Investment Adviser

CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of the CFP board of Standards, Inc. CO.