Today we describe a way you can help others by gifting appreciated stock. You may want or need to help support someone with a low income (parents or children). Gifting appreciated stock could allow you to help others without paying tax on the gain.
Break A Leg, Take #2
Roving retirement has its ups and downs. The next few weeks will challenge our ability to recover from surgery in a timeshare and basically make the best of an unfortunate situation.
Ensuring You Can Pay Mom’s Bills – Pitfalls of Trusts and Power of Attorney
As our loved one’s age, we want to be able to ensure their needs are met, including managing their finances when they can’t. A common misconception is that a Power of Attorney or having their assets in a trust will solve all problems.
Reasons To Consider a Roth Conversion Now
Roth conversions this year can be a great way to save on taxes later. Our money has to last for the next 30 to 40 years and fund our roving retirement lifestyle. So, I spend considerable time thinking about ways to save on taxes.
Travel Kitchenware
As Roving Retirees, the apartments we rent never have the same complement of kitchen tools. Since our experience with kitchenware has been so frustrating we decided to just make sure we had the basics with us.