Category Archives: Retirement Distribution Planning

Variable Annuities: Estate Planning Saboteurs

As a wealth preservation attorney, my practice involves various areas of the law including investment portfolio analysis, asset protection, risk management and estate planning. Three primary wealth saboteurs are investment portfolio mismanagement, tax erosion, and personal liability exposure. I recently … Continue reading

Posted in Estate Planning, Fiduciary, Integrated Estate Planning, Investment Advice, Investor Protection, Portfolio Construction, portfolio planning, Retirement Distribution Planning, Variable Annuities, Variable Annuity Abuse, Wealth Preservation | Tagged , , , , , , , , , , ,

New eBook Now Available

My new eBook, “CommonSense InvestSense: New Strategies for Accumulating and Preserving Wealth,” is now available at amazon.com.

Posted in Common Sense, Investment Advisors, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , ,

James W. Watkins, III, quoted in new 401(k) article

I was recently quoted in an article addressing best practices of leading 401(k) plans. The article raises a number of relevant issues regarding providing a meaningful plan to help plan participants accomplish their financial goals. The article, “Is your 401(k) … Continue reading

Posted in Common Sense, ERISA, Fiduciary, Investment Advisors, Investment Portfolios, Investor Protection, pension plans, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , ,

Wealth Preservation – Avoiding Common Financial “Games”

When people ask me what kind of law I practice, I tell them that I am a wealth preservation attorney. To me, wealth preservation consists of three separate areas of wealth management – accumulation, protection and preservation. Wealth preservation involves … Continue reading

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Distribution Planning, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , ,

Non-spousal Inherited IRA Traps

When people ask me what I do for living, I tell them that I am a wealth preservation counsel. Then they usually say, “oh, you are an estate planner.” No, a wealth preservation counsel. Wealth preservation is more than just … Continue reading

Posted in Asset Protection, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Portfolios, IRA, portfolio planning, Retirement Distribution Planning, Retirement Plan Participants, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , ,

Wealth Preservation and Those Pesky 401(k)/403(b)/IRA Beneficiary Forms

Everybody hates paperwork. So when employees and investors are asked to fill out all the paperwork associated with 401(k) plans and individual retirement plans (IRAs), most people just enter something without giving it  much thought. When I was a compliance … Continue reading

Posted in Asset Protection, Common Sense, ERISA, Investment Advice, Investment Portfolios, Investor Protection, IRA, Life Advice, pension plans, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , ,

Pimento Cheese Sandwiches and Investor Protection

Yesterday I was in North Georgia in connection with a possible case. I took the opportunity to have lunch with a high school classmate who now lives in the area. Both the company and the food were excellent, but both … Continue reading

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , ,