Choosing Retirement Account Beneficiaries Requires Some Thought
The choice of beneficiary for IRA, SEP or 401(k) or other retirement plans can have significant tax implications. Here are some of the rules and concerns when designating beneficiaries.
Be on the Lookout for New Medicare Cards (and New Card-Related Scams)
The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have the beneficiaries' Social Security numbers on them.
Proving That a Transfer Was Not Made in Order to Qualify for Medicaid
Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? It is difficult to do, but if you can prove you made the transfers for a purpose other than to qualify for Medicaid, you can avoid a penalty.
Florida School Shooting Hits Home for ElderLawAnswers Member Attorney
Florida ElderLawAnswers member attorney Howard S. Krooks was at work on February 14 when he received a text from his son, Noah, a ninth-grader at Marjory Stoneman Douglas High School.
Social Security Disability Benefits (SSDI)
Social Security Disability Income (SSDI) is an insurance program that is available to qualified workers with disabilities regardless of their resources.
