In our past few blogs we have been focusing on Medicaid and qualifying for it. This month we wanted to talk about if a Medicaid recipient is in a nursing home and their spouse, not in a nursing home passes away. If one spouse has to go into the nursing home, some planning can be […]
The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. If you have a tax-deferred retirement plan such as a traditional IRA or 401(k), you […]
