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Retirement Planning

New Law Makes Big Changes to Retirement Plans

A spending bill signed into law by the President contains major changes to retirement plans. The bipartisan legislation is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. ...

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Where Should You Put Your Retirement Money?

There are as many opportunities to grow money as there are people with great ideas.  Here is a survey of types of investment what you might consider before making choices on saving for retirement. ...

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Elderlaw 101

The Five Phases of Retirement Planning

Retirement has changed radically over the last several decades in America. Years ago, you expected to work most of your life for a single, large employer and you then count on a pension. ...

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Elderlaw 101

Taking Money Out in Retirement

Uncle Sam has strict rules on when you can and, later, must begin withdrawing funds from tax-deffered retirement accounts like 401(k)s and IRAs. Here's a rundown of the basic rules, which changed significantly as of January 1, 2020.

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Elderlaw 101

Introduction to Retirement Planning

Retirement has changed radically over the last several decades in America. Years ago, when you expected to work most of your life for a single, large employer, you could count on a pension. ...

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Elderlaw 101

Gifts to Grandchildren: Gift Trusts

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money...

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Elderlaw 101

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