The Use of Immediate Annuities in Medicaid Planning for Married Couples
Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.
DOL Announces That Fiduciary Rule Will Go Into Effect June 9
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9.
Proving Age Discrimination Is Difficult
As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. While many older employees say they have experienced discrimination, proving it is difficult.
The Complex Modern Family Requires a New Planning Model, Book Argues
A new book suggests that planning for elder care and a loved one’s death are especially important for today’s complex modern families.
New Protections for Nursing Home Residents
New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect.
What to Do With an Inherited IRA
Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren’t careful.
