Browsing: Retirement

Perhaps you are familiar with sibling rivalry. It’s common, but when it surfaces in the face of managing an aging parent, sibling relationships can explode. Here’s…

Estate taxes aren’t a widespread concern today but will be if Congress changes the rules or lets the 2017 tax law expire at the end of…

Recently, Hank, a veteran, wrote me to say he doesn’t understand why veterans have to pay a penalty just because they don’t enroll in Medicare Part…

A measure to close North Dakota’s public pension plan is headed to Governor Doug Burgum’s desk for signature. Before enacting the measure, the state’s chief executive…

Step Transaction Doctrine May Ruin Your Estate Plan The What Doctrine? While the step-transaction doctrine might sound arcane it is one of many tax constructs that…

The craziness of tax season is now behind us, and we are rapidly approaching the slow and sleepy summer season. Before investors checkout for a few…

By Nancy Collamer, Next Avenue Since late 2022, a steady stream of companies have announced layoffs, most notably in the tech sector. In recent months, the…

As the Covid-19 public health emergency ends, many older adults who need a post-hospital stay in a skilled nursing facility (SNF) will be in for an…

By Chris Farrell, Next Avenue Many people are in their 50s and early 60s when they realize that they’re financially unprepared for retirement. Of course, they…

Roth IRA owners don’t have mandated withdrawal requirements during their lifetimes. But that’s not the case for those who inherit a Roth IRA. Since Roth IRA…