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The Effective Investor Newsletter

IF INTEREST RATES RISE, WHAT HAPPENS TO BONDS?

Investors in longer-term Treasuries could see some rocky road ahead. We have seen an epic “flight to safety” this spring. In April alone, $20.6 billion moved into bond funds, according to Lipper. In the same month, $12.7 billion left stock funds (which marked the 12th consecutive month of net withdrawals).1 The price of debt has …

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20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND

You may want to exploit these strategic opportunities. Will the Bush-era tax cuts expire next year? We may not have an answer to that question for several months. After the November elections, you could see them extended once again. Nothing is certain: with the daunting financing challenges the federal government faces, they may finally expire …

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PARENTS, ALZHEIMER’S & MONEY

Easing into a difficult conversation. Every eighth American aged 65 and older has Alzheimer’s disease, and 43% of Americans aged 85 and older have it, according to the Alzheimer’s Association. Consider those percentages in light of the Social Security Administration’s estimate that about 25% of today’s 65-year-olds will live past age 90. These shocking statistics …

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IRA DATES & MILESTONES TO REMEMBER

These are the dates (and deadlines) too often forgotten. IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher. Age 70½: Required Minimum Distributions (RMDs). Once you reach age 70½, you are required to make withdrawals from any traditional (“regular”) IRAs …

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THE FINE ART OF FLEXIBLE ESTATE PLANNING

Specialized trusts & private loans can help address some “what ifs”. Estate planning professionals have to deal with ambiguities today. Constant tax law revisions aside, there are contingencies of family life that may require added flexibility in estate planning. Fortunately, there are tools that can help to arrange it. Standby trusts. As the name implies, …

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