Month: March 2011
Missed Your IRA Rollver Deadline? All May Not be Lost
The IRS is often accused of being heartless, but it does show some compassion to taxpayers who cannot complete an IRA rollover…
Decision Time is Here if You Did a Roth IRA Conversion in 2010
The rule that made higher-income folks ineligible for Roth IRA conversions expired at the end of 2009. That made 2010 a big…
Health Care Reform – How it Will Affect Our Taxes
Health care reform doesn’t come cheap. How do we pay for it? More and increased taxes, of course, both this year and…
Long-Term Care Planning for Your Senior Life
From guest author Raymond Lavine: Many senior citizens freely admit that they fear growing older more than they fear death. The prospect of…
10 Estate Planning DONT’s
From a presentation I gave last week for Duke University’s OLLI program’s course on retirement and wealth management, here are 10 things…
Reverse Mortgages – the Impact on Older Homeowners
From a recent AARP report: reverse mortgages offer older homeowners a way to tap home equity to meet financial needs in retirement. However, the…
IRS Says Beware of Frivolous Tax Arguments
From IR-2011-23 WASHINGTON — The Internal Revenue Service today released the 2011 version of its discussion and rebuttal of many of the…
Veterans Victory in the Supreme Court
David Henderson was a Korean War veteran. He was discharged from active duty in 1952 due to paranoid schizophrenia. In 1992, the…
Powers of Attorney “Die” Along With the Principal
General (“financial”) Durable Powers of Attorney (DPOAs) are very useful documents that every competent adult should have. DPOAs can be used to…
