Benefits

How does work affect your Social Security payments?

December 7, 2018

income, retirement, Social Security benefits, threshold

Many people continue to work after retirement age, either by choice or out of necessity. But if you are receiving Social Security benefits, you need to be aware of how…

The little-known tax on Roth 401(k) distributions

November 28, 2018

Timothy Rice

401K, Benefits, Elder Law, Retirement, Taxes

401k, contributions, retirement, tax

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement is that…

Survey: Family drama causes estate issues

November 1, 2018

Timothy Rice

Benefits, Estate Planning, Taxes

Estate Planning, families, job, Taxes, withholding

Families face a variety of estate planning challenges, and family drama may be chief among them. In fact, 44 percent of planning professionals say family conflict is the biggest threat…

Would-be divorcees face year-end tax deadline

October 26, 2018

Timothy Rice

Benefits, Elder Law, Legal Insights, Taxes

alimony, divorce, Elder law, tax

If you are planning a divorce, talk to an adviser about how changes in the Tax Cuts and Jobs Act (TCJA) will affect your taxable income. Under the new law,…

Long-term care benefits for veterans and surviving spouses

September 8, 2017

Timothy Rice

Benefits, Elder Law, Estate Planning

Elder law, Estate Planning

Long-term care costs can add up quickly. But for veterans and the surviving spouses of veterans who need in-home care or are in a nursing home, help may be available.…

Medicare now covers conversations about end-of-life care

May 27, 2016

Timothy Rice

Benefits, Elder Law, Estate Planning

Estate Planning, medicare, Medicare Regulations

Did you know that 40 percent of people over age 65 haven’t written down their wishes regarding life support and other end-of-life treatment? One reason for this may be that…

The little-known tax on Roth 401(k) distributions

Survey: Family drama causes estate issues

Would-be divorcees face year-end tax deadline

Long-term care benefits for veterans and surviving spouses

Medicare now covers conversations about end-of-life care

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