Retirement
3 Financial Scams Targeting the Elderly
Senior citizens have unique concerns and challenges when structuring their assets. The elderly are concerned with maintaining sufficient funds for retirement, qualifying…
Covering Retirement v. Leaving Inheritance
Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate…
North Carolina Retirement Concerns
Climate, cost of living, and amenities generally affect an individual’s retirement destination choice. North Carolina’s convenient location between major cities like Atlanta…
Inherited IRA Distributions Might Face Changes
Inherited Individual Retirement Accounts (IRAs) experienced a see-saw effect with bankruptcy for years. Last year the federal government ruled that IRAs are…
3 Signs You Should Update Your Retirement Plan
Reports continue to show Americans are not saving enough for retirement. Some retirement account owners may miss out on opportunities that could help grow…
North Carolina 2014 Tax Year Changes to Note
Tax rules for the 2014 tax year. Individuals and businesses across North Carolina are approaching the end of the 2014 tax year….
Real Estate in Your IRA
Purchasing real property with your IRA? Some Individual Retirement Account (IRA) owners may choose to buy real estate with their IRA. Perhaps…
IRA Rollover Annual Limit Changes Effective 2015
The recent Tax Court ruling of Bobrow v. Commissioner set a precedent for owners of multiple Individual Retirement Accounts: Multiple IRA rollovers may not…
Retirement Plans in Same-Sex Marriage
Some retirement benefits only apply to spouses in a legal marriage. Since legal marriages are not recognized in every jurisdiction and the Windsor ruling…
North Carolina Elder Care: 2014 Nursing Home Rankings
The Centers for Medicare & Medicaid Services released ratings of North Carolina nursing homes, showing 29% of the Triangle’s nursing homes received 5…
