Browsing: Retirement

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused on accumulation investing, building wealth over…

Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to talk with them for future planning.…

Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to truly understand ex-spousal benefits. Current spouses…

This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid long-term services and supports (LTSS) program.…

After retirement, people have self-reported that they miss the people more than the position or money. Not only are they more limited in social interaction, but…

Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most potent gift possessed by the greatest…

If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You might be planning to travel, pursuing…

It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes in Medicare Advantage and Part D…

Most of us recognize that legal means exist to assume control over an aging parent’s finances when their health declines. We use a legal document called…