Retirement Planning

President Obama has proposed new rules to require financial advisers to act in the best interests of their clients. ...

Qualified Longevity Annuity Contracts (QLACs) offer people one way to manage their income, reduce risk, and preserve the dream of a comfortable retirement.  ...

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussing retirement planning, but what are the actual differences between the two?...

Elderlaw 101

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 requirements.

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. ...