Retirement

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

November 28, 2018

401K, Benefits, Elder Law, Retirement, Taxes

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…

Reverse mortgages increasingly available for high-value homes

February 24, 2017

Timothy Rice

Retirement

retirement, reverse mortgages

Seniors with pricier homes now have an increased ability to get a bigger reverse mortgage in order to raise cash for retirement. As the housing market has improved, so-called jumbo…

Retiring in Place: Live the Dream, Avoid the Nightmare

October 28, 2016

Timothy Rice

Elder Law, Estate Planning, Retirement

Retirement offers opportunities to travel or relocate to new places with warm climates and lower taxes. Despite the fact it’s never been easier to travel or move, surveys show that…

Major changes to Social Security may require taking action now

March 11, 2016

Timothy Rice

Benefits, Retirement

Social Security

Two Social Security strategies that many married couples have been using to maximize their benefits are being eliminated, as a result of the federal budget deal that President Obama signed…

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

Reverse mortgages increasingly available for high-value homes

Retiring in Place: Live the Dream, Avoid the Nightmare

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