Options to Stretch Out IRA Distributions
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Call us Anytime
Laurel, MD 20707
Downs Law Firm, P.C.
Home • Blog
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage? We’ll explore these and other questions you may have below.
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
Here’s a closer look at the seven biggest changes to Social Security in 2021
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.
There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.