Winning at the 401(k) Game
Winning at the 401(k) game requires strategic play focused on the objective of maximizing lifetime after-tax distributions. Continue Reading
Not Your Father’s Reverse Mortgage
While they aren’t for everybody, reverse mortgages are no longer a program of last resort. A Home Equity Conversion Mortgage, or HECM, can increase retirement spending and provide for a larger legacy when used strategically throughout retirement. Continue Reading
You Have 10 Years to Empty Your Beneficiary IRAs If You Aren’t an EDB
If you are the beneficiary of a retirement or IRA account that you inherited after 2019, you need to familiarize yourself with the new SECURE Act rules to determine the applicable time frame for taking distributions in order to avoid potential sizable penalties. Continue Reading
Don’t Leave 50% of Your Spouse or Ex-Spouse’s Social Security Benefits on the Table
Many individuals are unaware of one of the most overlooked Social Security strategies to enhance their lifetime benefits. Continue Reading
Coronavirus Provides New Impetus for Probate Avoidance Planning
Nothing is immune from the far-reaching tentacles of the coronavirus pandemic. One of the problems that can occur when a loved one passes has been exacerbated. The good news is that it can be avoided with proper planning. Continue Reading
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