Word: beene
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Dates: during 1990-1999
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The good news is that the sweeping reforms approved in 1997 have for the most part been phased in. While there isn't a lot that's new this year, lawmakers have plenty of big new ideas. They always do. Some want to lower the capital-gains tax rate, now...
Now is the time to take stock of your investment portfolio. If you've sold securities at a gain, consider weeding out some losers--offsetting taxable gains with an equal amount of losses and taking an additional $3,000 in losses against ordinary income. The first to sell are those...
In general, you should max out on any tax-deferred savings opportunity. This has been especially true since Congress two years ago rolled back a punishing 15% excise tax on withdrawals from retirement accounts deemed, through a complicated formula, to be too large. Be careful, though, if your tax bracket...
In addition to the knowledge she'd gleaned from 27 years of being Bernie's wife at that point, Betty had some extra insight into what his retirement might mean to their marriage. She's a psychotherapist who has been counseling couples for 25 years. She knew that not every...
"When [Guy] first decided to retire, I was concerned that he's a little too young," Marge says. "He's keeping busy, but it can get lonely." A lot of the Bartons' close friends have already retired and moved away, and Marge still has her full load of lessons to...