QDRO – Dividing up Retirement Accounts at Divorce |
March 25, 2013 |
Cathy DeWitt Dunn, Member Posts, Retirement Planning
Written By: Cathy DeWitt Dunn | President of Annuity Watch USA Divorce can have dire consequences for women and their retirements if proper care is not taken. During years of marriage, many women have focused on raising a family…instead of focusing on building personal wealth. If you’ve spent your life taking care of family while your spouse earned all or the majority of the income, here’s something you need to know – QDRO. A QDRO is a “Qualified Domestic Relations Order,” which provides a legal...
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Is the Federal Government Eyeing Your 401K? |
March 11, 2013 |
Cathy DeWitt Dunn, Member Posts, Retirement Planning
Written By: Cathy DeWitt Dunn | President of Annuity Watch USA The question as to whether or not the United States Federal Government is looking into taking over private 401K assets has been asked many a time over the last few years. In 2009, The Wall Street Journal ran an op-ed titled “How to Fix 401(k)s“. In this article, it mentions a “radical structural change” for the 401K system. Not everyone thinks 401(k)s can — or should — be saved. “It’s time for a radical...
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How Life Insurance May Help You Escape The Death Tax |
February 25, 2013 |
Cathy DeWitt Dunn, Life Insurance, Member Posts
Written By: Cathy DeWitt Dunn | President of Annuity Watch USA A tired old cliché says the two things you can’t avoid in life are death and taxes. It may be uninspired and a little depressing but, unfortunately, it’s mostly true. Americans are taxed for just about everything. And, if you have been fortunate enough to accumulate some wealth over your lifetime, you are even taxed for dying…the ultimate double whammy of the seemingly unavoidable. Luckily, exposure to the “death tax” doesn’t have to be...
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The Looming Fiscal Cliff |
November 29, 2012 |
Cathy DeWitt Dunn, Index Annuities, Member Posts, Retirement Planning, The United States Economy
Written By: Cathy DeWitt Dunn | President of Annuity Watch USA The Looming Fiscal Cliff – What can you do to protect your retirement nest egg? The financial world is buzzing about the looming “fiscal cliff.” The term, in-and-of-itself, strikes fear into the hearts of many Americans. What is the “fiscal cliff” and what can you do to protect your retirement nest egg? The “fiscal cliff” describes the precarious situation that the United States government will find itself in after December 31, 2012 – the...
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