Category Archives: Finances

Lewis RobinsonPartial annuitization of annuity contracts for years after December 31, 2010

Lewis Robinson (Jan 24, 2011)

January 23, 2011 Partial annuitization of annuity contracts. When you receive non-retirement-plan annuity payments from an annuity contract, part of each payment is a tax-free recovery of your basis (cost of the annuity contract for tax purposes), and part is … Continue reading →

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Lewis RobinsonHow Much Income Will You Need In Retirement?

Lewis Robinson (Jan 15, 2011)

Most sources that I read estimate that you will need 70% to 80% of your current income in your retirement years. Your house may be paid for, but your medical expense will probably be higher. Depending on your income, your … Continue reading →

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Lewis RobinsonYour Annual Social Security Statement is Very Important

Lewis Robinson (Aug 22, 2010)

Your Annual Social Security Statement is Very Important An attorney client called me the other day and said he had a lady on the telephone line from the Social Security Administration with a problem with his Social Security earnings. He … Continue reading →

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Lewis RobinsonBudgeting for Retirement

Lewis Robinson (Jun 06, 2010)

I have started using a new online software that I believe is awesome for budgeting for your personal financial picture and knowing where you spend your money. With the use of debit cards, credit cards, online payments, etc. it has … Continue reading →

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