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Retirement Planning

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

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). ...

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Elderlaw 101

Beyond the Grave

Passing on money to the next generation is not as straightforward as it might seem. A father-and-son legal team has written a how-to guide to identifying and resolving the many inheritance problems that can arise.

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Medicaid Rules, etc

View All Elder Law Topics Questions & Answers State Medicaid Information