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Financial Affairs

August 30, 2016
IRA

IRS Now Allows IRA Distribution Deferrals

: Required minimum distributions from retirement accounts such as IRAs and 401Ks have been problematic for many seniors who do not...

By: Scott Makuakane, Esq.
Member of the ElderCare Matters Alliance
December 30, 2015
Financial Affairs, Financial Planning

6 Tips to Help People Pay Off Credit Card Debt

The average credit card balance for an American household as of August of this year was $7,529, which is an...

By: Phil Sanders
Member of the ElderCare Matters Alliance
December 9, 2014
IRA, Trust Beneficiaries

Should You Name a Trust as Beneficiary of Your IRA?

Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...

By: Phil Sanders
Member of the ElderCare Matters Alliance
October 29, 2014
Financial Management

5 Tips to Help You Manage Your Family Finances

Question:  Help - we need to get on the right financial path before it is too late! My husband and I are...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 13, 2013
IRA

Decisions About Inheriting an IRA

Question:  "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA). I...

By: Henry Weatherby
Member of the ElderCare Matters Alliance
April 9, 2013
Elder Care Expenses

Deducting a Parent’s Elder Care Expenses On a Child’s Tax Return

Question:  My mother is 87 years old and lives in an assisted living facility, which cost about $4,000 per month. ...

By: Phil Sanders
Member of the ElderCare Matters Alliance
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