Owe Back Taxes? The IRS May Grant You Uncollectible Status
Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay. Althoough notices from the IRS can be especially frightening, there are solutions.
The Use of Immediate Annuities in Medicaid Planning for Married Couples
Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.
DOL Announces That Fiduciary Rule Will Go Into Effect June 9
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9.
Proving Age Discrimination Is Difficult
As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. While many older employees say they have experienced discrimination, proving it is difficult.
The Complex Modern Family Requires a New Planning Model, Book Argues
A new book suggests that planning for elder care and a loved one’s death are especially important for today’s complex modern families.
New Protections for Nursing Home Residents
New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect.
What to Do With an Inherited IRA
Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren’t careful.
Study Finds That Social Security Workers Often Provide Incomplete Information
Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office.
Short-Term Care Insurance: An Alternative to the Long-Term Care Variety
A little-known insurance option can be an answer for some people who might need care but are unable to buy long-term care insurance.
Dispute Between Brothers Demonstrates Need to Plan for Long-Term Care
A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes. The case involves two brothers who got into a fight over whether to place their mother in a nursing home.
