Tag: Life Expectancy

We Want to Draft Your Legacy

RMD Formula Changes for First Time in 20 Years

July 14, 2022
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
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Is a Medicaid Annuity a Good Idea?

March 8, 2022
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
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Tapping an Inherited IRA?

June 15, 2020
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you're a beneficiary, you have to decide how you're going to use it—a decision that's a little more complicated this year than it normally is.
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