Retirement Plans

Aging.gov: A New Resource for Older Americans and Their Families

Posted on: February 8th, 2016
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans...

New Year's Planning Tip #2 – Check Your Beneficiary Designations

Posted on: January 3rd, 2015
Do you own any life insurance policies? If so, do you know who you have designated as beneficiaries?...

The Clock is Ticking on Maxing Out Your 2014 Retirement Plan Contributions

Posted on: December 24th, 2014
With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where yours stand when compared with the 2014 contribution limits . . . Please remember that some types of accounts require contributions before December 31, whereas other types of accounts allow contributions up to the April deadline for filing your tax return....

Inherited IRAs are Not Protected from Creditors - U.S. Supreme Court

Posted on: July 17th, 2014
On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are not protected from the beneficiary’s creditors in bankruptcy. Fortunately, there is a solution....
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