November 18, 2020Elder Law, Tax & Accounting Top 2020 Year End Tax Planning Moves To Consider Making Here are some Year-End Tax Planning Moves to considering making BEFORE December 31, 2020. There are a number of smart...
February 17, 2020Retirement Planning IRS PROPOSES CHANGES FOR IRA DISTRIBUTIONS (RMD) The IRS has issued proposed regulations changing the life expectancy tables and distribution period tables for computing the required minimum...
December 10, 2018Financial Planning The 5 Phases of Effective Retirement Planning Without question, the core strategy to succeed in having enough for retirement is living well within your means. Keep in...
November 28, 2011Medicaid Annuitizing an IRA for Georgia Medicaid – Why is this Necessary? Question: We are applying for Georgia Medicaid benefits for my mother who is 81 years old and has Alzheimer’s disease....