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Integrating Retirement Accounts and Estate Planning

Posted on: February 15, 2024
Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
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How Do I Use Donor-Advised Funds?

Posted on: February 9, 2024
This is a great way for people over 70 to both give money to charity and save on taxes. The taxpayer is essentially giving pretax money to a worthy cause, which in effect creates a dollar-for-dollar income tax deduction they’d otherwise not receive.
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What is the Age Cut Off for a Roth IRA?

Posted on: February 1, 2024
If you’re nearing the end of your career, you may be wondering if a Roth IRA is still a wise addition to your portfolio. It is possible to open a Roth IRA later in life and start saving.
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What are the Rules for Inheriting an IRA?

Posted on: January 25, 2024
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
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Will My Social Security Benefits Be Affected if I Work?

Posted on: January 18, 2024
Today’s Social Security beneficiaries may move in and out of the workforce before fully retiring. That may trigger a rule called the retirement earnings test, which can temporarily reduce benefits.
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Estate Planning for Unmarried Senior Couples

Posted on: January 12, 2024
Creating an estate plan for an unmarried couple is already challenging. However, when the cohabitating couple is in their golden years, it’s especially tricky.
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Navigating the Hidden Costs of Medicare in 2024: Understanding IRMAA

Posted on: January 4, 2024
As millions of Americans approach retirement age, understanding the nuances of Medicare becomes increasingly crucial. While many are familiar with the basic coverage that Medicare provides, a lesser-known aspect could significantly impact your finances: the Income-Related Monthly Adjustment Amount (IRMAA). This article, inspired by insights from The Motley Fool, delves into what you need to know about IRMAA in 2024. Understanding Medicare’s Cost Structure Medicare is divided into parts, each covering different healthcare needs. Part A, which covers hospital and inpatient services, typically requires no premium for those who have paid into the system during their working years. However, Parts…
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Dementia Patient

Christmas Gifts that Evoke Cherished Memories for Seniors Living with Dementia

Posted on: December 20, 2023
The holiday season is upon us: A time for sharing joy, love, and cherished memories. For our beloved seniors living with dementia, these moments are invaluable. This Christmas, let's make it extra special by celebrating their beautiful memories. As a Certified Elder Care Coordinator, I have curated a list of heartfelt gifts tailored to evoke […]
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age in place

Protect your Assets from Nursing Home Costs

Posted on: December 20, 2023
Elder law attorneys see firsthand the financial strain that nursing home expenses can place on families. With the rising costs of long-term care and the complexities of becoming eligible for Medicaid benefits, it’s crucial to understand how to protect your nest egg. This article sheds light on the financial strain many Americans face regarding elder care costs. Using planning methods to preserve your hard-earned assets while ensuring quality care for yourself or your loved ones by working with an experienced elder law attorney is crucial. Start the discussion early with your spouse or family about ways to protect your assets…
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