Legal Advice for Retirement Plan — 157 results
Written by attorney Dennis Sullivan, about 4 years ago. STAFF PICK
Does a Roth Conversion Make Sense? You probably know that 2010 is a special year for people considering converting a traditional IRA to a Roth. In this year there are no MAGI income... more
Written by attorney Richard Behlmann, over 4 years ago. STAFF PICK
Watch the Timing of When You Take Your First Distribution You are required to start taking distributions at age 70 1/2. Specifically, you must take the distribution for the year in which... more
Written by attorney Frank A Selden, almost 6 years ago. STAFF PICK
Understand the Different Approaches There are three very different types of accounts offered as self-directed IRAs. One is typically offered by a major bank or brokerage company. These... more
Written by attorney Michael Van Cise, over 5 years ago. STAFF PICK
Retirement Funds Are a "Countable Resource." The Georgia Medicaid manual rules indicate that certain retirement funds can be treated as income and as a “countable resource” or an asset.... more
Written by attorney Ronald P Adams, over 1 year ago.
That's not a simple question to answer, as you balance the benefits of a lower cost of living with the realities of a soft real estate market and the emotional aspects of selling the family... more
Written by attorney Amber Nelson, over 2 years ago.
Most people want to live comfortably. In order to maintain the desired standard of living, it is important to assemble a team of professionals for each aspect of your finances.
Written by attorney Jeffrey Barnes, over 2 years ago.
Estate planning is about accomplishing
common goals and addressing fundamental responsibilities. Regardless of your net
worth, you undoubtedly want to provide for your spouse and children... more
Written by attorney Ike Z Devji, over 2 years ago.
As an asset protection attorney Im concerned with everything that threatens my clients wealth, not just lawsuits. One of the issues we are seeing more often is the exposure that is... more
Written by attorney Thomas Dallas, almost 2 years ago.
Retirement Planning: So, bottom line, what difference is it to my beneficiary if he, she or it is classified as a Designated Beneficiary, a Non-Designated Beneficiary or my spouse?
Written by attorney F W O Connor, about 3 years ago.
Planning for parents of a special needs child often requires a unique blend special considerations. Parents must plan and save for their own retirement while considering the impact of... more
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