Retirement
8 Reasons to Convert to a Roth IRA
As most people know by now, the $100,000 income limit on the ability to convert a traditional IRA to a tax-free Roth…
IRS Provides Guidance on 2009 RMD Waivers
From IR 2009-85: WASHINGTON ― The Internal Revenue Service today provided guidance for retirement plan administrators, plan participants and retirees regarding recent…
10 Ways to Wreck Your Retirement
Here’s a great, to the point article on what NOT to do to ensure you have sufficient retirement savings – from the…
“Aging in America” Recording Available on NAELA Webiste
A recorded version of the National Academy of Elder Law Attorneys (NAELA)’s public webcast “Aging in America: How to Plan for it”…
NAELA Announces New Senior Housing Locator Website
The National Academy of Elder Law Attorneys (NAELA) has unveiled its new Senior Housing Locator powered by SNAPforSeniors®, an online navigational tool designed to help easily…
Free Webcast on Aging October 30, 2008
The National Academy of Elder Law Attorneys (NAELA) will be offering its first ever public Webcast on October 30, 2008. Aging in…
Should You Roll Your 401(k) Over into an IRA?
Once you cease working for an employer, you have the option of rolling over to an Individual Retirement Account (IRA) any retirement…
Specific Benefits
Separate Retirement Plan Trust is the Best Choice I generally recommend that persons with IRA or qualified plan assets of at least…
Avoid Probate of Equity Refunds from Continuing Care Communities
The Problem: Continuing care retirement communities have been growing in popularity with seniors for years. Such communities usually require a “buy-in” upon admittance…
IRS to Require Retirement Plans to Offer Non-Spousal Rollovers to IRAs
Beginning in 2008, retirement plans (such as 401(ks) must allow non-spouse beneficiaries to roll over to an IRA. The following is from…
