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living trust: Baby Boomers Retirement Planning 3 (a series) - 07/17/07 08:42 PM
Baby Boomers Retirement Planning 3 (a series) by Bill Roberts 
Now that you have taken care of your estate in the event of death or catastrophic event (Part 2), we need to think about what to do in the event that you live forever. After all that is the other extreme. If we prepare for that also, we will have covered the entire spectrum of possible outcomes.
Not to say that you will actually live forever, but if you out-live your retirement plan, it'll have the same effect: still alive and no money to live on.
The next step is to roll-over your IRAs … (4 comments)

living trust: Baby Boomer Retirement Planning 2 (a series) - 07/12/07 11:24 AM
Baby Boomer Retirement Planning 2 (a series) by Bill Roberts
OK. We have determined exactly in Part 1 how much monthly income we will need at retirement. So how do we accomplish this? Well, we will get into this soon enough, but there are some things that need to be taken care of first.
So let's get started.  If you haven't established a Family Living Trust package and placed your assets within the trust then that should be your first step.  Don't try to do this yourself.  A misstep here could bring the whole house down.  Your assets must be protected.  A lawyer … (2 comments)

 
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Bill Roberts - "Baby Boomer" Retirement Planner

Oceanside, CA

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Brooks and Dunphy Real Estate

Address: P.O. Box 712501, San Diego, CA, 92171-2501

Office Phone: (619) 244-4610

Cell Phone: (619) 244-4610

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Everything that the "Baby Boomer" needs to make sound financial decisions regarding real estate investing and retirement planning. Business Opportunities, self-directed IRA retirement plans, and mortgage strategies.


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