Retirement

Posted on July 7, 2015

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…

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Category: Elder Care
Posted on May 27, 2015

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…

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Category: Nursing Homes
Posted on May 7, 2015

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…

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Category: IRAs
Posted on March 14, 2015

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…

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Category: IRAs
Posted on December 18, 2014

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…

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Category: Asset Protection
Posted on December 12, 2014

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….

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Category: Income Tax
Posted on November 11, 2014

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…

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Category: Real Property
Posted on April 25, 2014

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…

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Category: Retirement
Posted on April 23, 2014

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…

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Category: Retirement
Posted on March 11, 2014

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…

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Categories
Category: Elder Care
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