» General Interest

Be Aware of the Kiddie Tax Before Leaving an IRA to Children

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing this less beneficial.

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Categories: General Interest

Why You Should Use a Lawyer for Medicaid Planning

An attorney can help you save money in the long run as well as make sure you are getting the best care for your loved one.

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Categories: General Interest

Intergenerational Opportunities to Never Stop Learning

Thanks to Seattle-based documentary filmmaker Evan Briggs, a national lens has been placed on a program local to her that works to enhance the lives of those young and old. The Intergenerational Learning Center is for children ranging from 6 weeks to… Read More
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How Medicare and Employer Coverage Coordinate

Medicare benefits start at age 65, but many people continue working past that age, either by choice or need. It is important to understand how Medicare and employer coverage work together.

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Categories: General Interest

Relief From Medicare's Part B Late-Enrollment Penalty Offered to Some

Medicare is offering relief from penalties for certain Medicare beneficiaries who enrolled in Medicare Part A and had coverage through the individual marketplace. 

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Categories: General Interest

Are Trusts Still Useful If the Estate Tax Is Repealed?

With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax, which in 2017 affects only estates over $5.49 million, fewer than 1 percent of estates. With no estate tax, do you still need a t… Read More

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Categories: General Interest

Owe Back Taxes? The IRS May Grant You Uncollectible Status

Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay.  Although notices from the IRS can be especially frightening, there are solutions. 

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Categories: General Interest

Proving Age Discrimination Is Difficult

As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. While many older employees say they have experienced discrimination, proving it is difficult.

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Categories: General Interest

The Use of Immediate Annuities in Medicaid Planning for Married Couples

Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.

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Categories: General Interest

DOL Announces That Fiduciary Rule Will Go Into Effect June 9

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9, but its future is still unclear.

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Categories: General Interest

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