401(k)
How Will My 401(k) Be Taxed When I Retire?
When you withdraw funds from your 401(k)—or ‘take distributions,’ in IRS lingo—you begin to both enjoy the income from this retirement mainstay and face its tax consequences.
January 3, 2020
Blog Articles
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Estate Planning
How Much Control from the Grave Can Parents Have?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?
January 2, 2020
Estate Planning
How Does Enrolling for Medicare Work with Social Security?
Social Security and Medicare are social safety programs that Americans pay into during their working years through taxes.
January 1, 2020
401(k)
Costly Mistakes with 401(k)s and How to Avoid Them
This is a big one. The IRS would love for you to take every penny out of your 401(k) when you change jobs for one very good reason: more tax revenue.
December 31, 2019
Assisted Living Facility
Holiday Gatherings Often Reveal Changes in Aging Family Members
It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice that things seem … off.
December 30, 2019
Estate Planning
Happy New Year | 2020
In observance of the New Year, our office will be closed Wednesday 1/01/2020.
December 27, 2019
Durable Power of Attorney
Can You Tackle Elder Law on Your Own?
The disadvantages of do-it-yourself elder law estate planning are costly errors, omissions and neglecting protections.
December 26, 2019
Estate Planning
I’ve Inherited an IRA – Now, What about Taxes?
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
December 25, 2019
Estate Planning
What Women Need to Know about Social Security
Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re critically important, especially for women—since women typically live longer lives than men.
December 24, 2019
Estate Planning
Can You Explain the Concept of Step-Up Basis?
There are several tax concepts that are important for real estate investors, but for many people, step-up in basis is one of the least understood.
December 23, 2019
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