My IRA is Going Where? By Gerry W. Beyer Share J. Sabrina Go & Grayson Chester recently published an article entitled, Unintended Beneficiaries of Retirement Accounts, or: “My IRA is Going Where!?”, Rehrberg Law Group, PLLC, (2020). Provided below is the introduction to the …
Retirement Planning
What Do You Need to Fund Your Retirement?
There's some old conventional wisdom that says you'll need from $1 million to $1.5 million in retirement. Others say that you will need 10 to 12 times your current income. In fact, a true retirement number is different for everyone, and is dependent on such factors as: Where you'll live.How …
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Choosing the Right Housing for the Elderly
As the population ages, what affordable, safe housing that is well connected to services is available? Here are options that may suit your care situation and budget: Aging in place. Live in your own home or with family with access to in-home caregivers, cleaning, meal delivery and other …
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The New SECURE Act and What It Means for Your 401k and IRA’s
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1, 2020, for most …
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