When people retire they often have more time to travel. Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?...more
Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax...more
9/19/2016
/ Distribution Rules ,
Elder Issues ,
Employee Benefits ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Individual Retirement Account (IRA) ,
Popular ,
Retirement ,
Retirement Plan ,
Roth IRA ,
Tax Rates
Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though...more
When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, her child may qualify for Social Security Disability Insurance (SSDI) based on the parent's work record if the...more
The oldest of the 75 million baby boomers have begun turning 70 in 2016. Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your...more
5/5/2016
/ 401k ,
Distribution Rules ,
Individual Retirement Account (IRA) ,
IRS ,
Penalties ,
Qualified Charitable Distributions ,
Retirement ,
Retirement Plan ,
Social Security ,
Tax Planning ,
Tax-Deferred Exchanges