Medicaid Planning May Not Yield the Intended Benefit
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Accommodating Longevity Risk in Your Financial Plan
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
Changing Annuities
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.
Saving Tax-Exempt Funds with Roth 401(k) Contributions
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
Non-Spouse Inherited IRAs
Our experts discuss a case study involving a non-spouse inherited IRA and what the withdrawal options are for the beneficiary.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
Our experts discuss a method of accessing retirement funds before age 59 ½ that can help avoid incurring an early withdrawal penalty.
Making the Most of a Pension Benefit
Our experts discuss the options involved when taking pension benefits, including taking a lump sum.
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Insuring Your Home Business
Our experts consider a business owner who operates her business out of her family’s home. The experts look at the insurance policies she should have in place to protect her business and inventory.