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More Seniors Living in Poverty

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More elderly are living in poverty – especially because of medical costs. Time to look to safe harbor trusts? http://www.ncoa.org/news-ncoa-publications/aging-news/more-seniors-living-in.html http://www.census.gov/hhes/povmeas/methodology/supplemental/research/SGE_Short.pdf

Life Care Planning

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Life Care Planning – NOT Estate planning is what is needed for those looking at retirement or are already retired.

Meet Mrs. A who comes to my office with her son and daughter to discuss her options in dealing with her husband’s Alzheimer’s diagnosis. Would she lose her assets? Are her legal documents in order? In discussing the options I suggested to her (as I do to all in similar situations) the issue that she is focusing on revolves around a keen understanding of her husband’s prognosis and understanding of his disease trajectory.

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10 Best & Worst States To Retire

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The 10 Worst states to retire: http://www.aarp.org/work/retirement-planning/info-12-2010/10-worst-states-for-retirement.html The 10 Best states to retire: http://www.aarp.org/work/retirement-planning/info-09-2010/10-best-rated-states-for-retirement.html

Hidden Problems of Reverse Mortgages

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A reverse mortgage may make principle and interest payments go away, but not insurance premiums or taxes. This latest downturn in the market place has left many seniors without the ability to be able to pay taxes which leads to foreclosure. And the federal government holding the bag. Be careful in how you use the … Read more

Falls, As Serious as a Heart Attack

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Falls are as serious for elderly as a stroke or heart attack. This is a serious story. The good news is that with some guidance you can get Medicare to pay for evaluation of your risk of falls and if you are at risk then to help pay for the intervention needed to keep you … Read more

Our Fragmented Health Care System

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Another example of how our retirement system is fragmented (communication between primary care physicians and specialists they refer to have poor communication.) The biggest frustration for most consumers of medical services is the fragmented system that we call the health care system. What is even more striking is that there is just about no expectation … Read more

Stopped Clock Hall of Fame

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As part of our standard equipment, human beings, have an innate need to know the future. Since the dawn of societal communication, we have sought out oracles, soothsayers, prophets, psychics, and a host of others who promise to deliver accurate forecasts of our various futures. Our quest for direction in a seemingly directionless world, has … Read more

IRA MRDs to Roth, is that legal?

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IRC 408A(e)(1)(B)(i), referring back to IRC 408(d)(3). This was a listener posed question and one that has a storm of confusion around it. However, a plain reading of the relevant regulatory provision, Internal Revenue Code 408(d) makes it quite clear that minimum required distributions are not eligible for a Roth IRA rollover. The problem may … Read more

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