Retirement Planning

A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  ...

Retiring to another country can be a very attractive option.  Lower cost of living and health care expenses along with exotic locales and temperate climates persuade many seniors to retire outside of the United States.

For many Medicaid applicants, individual retirement accounts (IRAs) are one of their biggest assets. If you do not plan properly, IRAs can count as an available asset and affect Medicaid eligibility.

Medicaid 101

In his 2014 State of the Union message, President Obama announced a new retirement savings program for people who do not currently have an employer-sponsored plan.

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. ...

Elderlaw 101

A federal court has ruled that banks can’t foreclose on surviving spouses of reverse mortgage holders when the spouses can’t pay off the mortgage. ...

The U.S. Supreme Court has ruled that a key provision of the Defense of Marriage Act (DOMA) is unconstitutional, clearing the way for the surviving spouse of a lesbian couple to receive a refund of the taxes she was forced...

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. ...

Elderlaw 101

The new federal agency that protects the financial interests of the nation’s consumers is urging tougher regulation of the professional designations that financial advisors use to market their services to seniors.