In 2010, the legislature, Internal Revenue Service and courts were busy dealing with retirement benefit issues. Congress expanded designated Roth accounts (DRACs) to church and governmental plans and gave employees who participate in elective...
Advising clients on Medicare and Medicaid planning and eligibility has become increasingly complicated. Elder law practitioners must struggle to keep up with the ever-changing health care wild west and consider the impact of new laws on both the...
If you advise 401(k) plans, expect more scrutiny.
The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits.
