Retirement
Can CPAs Or Wealth Adviser Help You?
CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held business entities to file a…
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Protecting Retirement Assets Against Financial Elder Abuse
Protecting retirement assets through analysis of various topics, such as time horizon, income needs, risk tolerance, and more, is often…
Are You Fighting With Your Aging Parent Over Money?
It’s a common problem these days, with nearly one in seven older people diagnosed with some kind of dementia. These…
Prepare For Medicare’s First ‘Installment Payment Plan’: The Part D MPPP
The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans…
4 Strategies For Retirees To Protect Against Stock Market Crashes
Are you a pre-retiree or retiree who’s nervous about the recent stock market volatility? Worried that it might be the…
Medicare Part D Coverage Of Wegovy: Three Stumbling Blocks
Weight-loss drugs have been all the news recently. There are finally medications that can help people lose weight and that…
How To Turn Your Retirement Into Your Legacy
Did you know more people turn 65 each day in America than are born? And by 2030, there will be…
Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning
Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary…
Do Not Convert To A Roth IRA (Until You Read This)
Conventional wisdom regarding Traditional IRA’s is to not take distributions from your Traditional IRA because you will have to pay…
Why Trump’s Repeal Of Social Security Benefits Taxes Could Speed Insolvency
Former president Donald Trump’s plan to repeal the tax on Social Security benefits would lower taxes for US households by…
Goodbye Medicare Part D Donut Hole; Hello $2,000 Cap
Just about any Medicare beneficiary who takes prescription medications has heard about the donut hole. It has had quite an…
The Only Way To Consistently Buy Low And Sell High When Investing
One of the most commonly quoted pieces of investment advice (or cliché) is you want to buy low and sell…
Is Your IRA Safe From Creditors?
Retirement accounts are protected from creditors and lawsuits most of the time, but not all the time. You should know…
Hidden Risk: Aging Parent With Assets In A Different State
Sometimes aging loved ones start out in one state and then move to a different state to retire. They carefully…
Advantages And Disadvantages Of Using TOD Accounts To Avoid Probate
An increasingly popular way to avoid probate and other estate planning issues is the transfer on death or payable on…
Check Your State’s Tax Law Before Converting An IRA
Before converting a traditional IRA to a Roth IRA, residents of states with income taxes should review how their states…
Even Experts Don’t Always Get It Right: My Relocation Journey
I've been the host of The Retirement Answer Man podcast for over ten years now. I try not to overshare…
Surprising Finding: Tooth Loss Associated With Increased Dementia Risk
The dentist is always telling you, and your aging loved ones to brush and floss. Get those regular dental checkups.…
Supreme Court Ruling In Loper Bright Changes Estate Planning
Fe deral Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic…