Is Extending Required Minimum Distributions a Good Thing?

March 27, 2023 | Estate Planning

The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.

What Causes Ringing in My Ears?

March 24, 2023 | Estate Planning

Tinnitus is common; as many as 30 million Americans have the condition. Of this 30 million, 20% report that they are disabled by it.

Probate: What Is it? How Does it Work?

March 22, 2023 | Estate Planning

In certain instances, particularly when there is no Will, the system ensures that all accounts and property are distributed in accordance with state law.

When Should You Start Taking Social Security Benefits?

March 20, 2023 | Estate Planning

Should you retire now and begin collecting your benefits, or hold off for a few more years?

Can I Enroll in Medicare While I’m Still Working?

March 15, 2023 | Estate Planning

Here are some answers to common questions surrounding retirement postponement and Medicare coverage, including common misperceptions.

How to Avoid Common IRA Mistakes

March 13, 2023 | Estate Planning

Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.

What Should Seniors Know before Remarrying?

March 8, 2023 | Estate Planning

As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.

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Is Extending Required Minimum Distributions a Good Thing?

What Causes Ringing in My Ears?

Probate: What Is it? How Does it Work?

When Should You Start Taking Social Security Benefits?

Can I Enroll in Medicare While I’m Still Working?

How to Avoid Common IRA Mistakes

What Should Seniors Know before Remarrying?

What are RMD Rules for 2023?

How Does Estate Planning Work for Caregiving Children?

What are Medicaid Spousal Impoverishment Numbers in 2023?

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