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Investments

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 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
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
August 22, 2011
Investments, Trusts

Fiduciary Responsibilities of Trustees Managing Trusts with Investments

Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 22, 2011
Investments, Short QA

Are 401(k)’s Really a Good Investment?

"Twice in the last decade I have watched my 401(k) lose almost one-half of its value. That doesn’t sound like...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 21, 2011
Investments, Short QA

Quick Advice on Dividend Paying Stocks for People Starting to Plan for Retirement

Many of the companies that you want to own have Dividend Reinvestment Plans (DRIPs) in which you can accumulate shares...

By: Phil Sanders
Member of the ElderCare Matters Alliance
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