Retirement

getty You’ve seen and heard it all before. You’ve probably even joined in. How many times have you made fun of organizations that give participation trophies to everyone just to avoid damaging the fragile egos of those who didn’t…

Getty getty Required minimum distributions (RMDs) from IRAs and other qualified retirement plans are more complicated than they need to be. There are a number of little-known rules that can be helpful to taxpayers or trap them into…

Getty images getty For a lot of young people, especially those who are beginning to get a handle on their finances, tax filing can be a dreaded task, and strategic tax planning may seem like a major undertaking. Year-end is…

Roger, 90 and Mark, 85 have been off and on friends for 50 years. Mark has no family of his own. Roger’s adult kids call him “Uncle Mark”, as he’s shown up for family events for decades. He once had plenty of money, or so it seemed. There…

Female writing to-do list dragonstock - stock.adobe.com None of us wants to think about boring, grownup stuff like wills, but being an adult is not as hard (or even boring!) as it looks! Trust me. And there are companies and…

Ask Larry Economic Security Planning, Inc. Today's column addresses questions about whether spousal benefits can increase total benefits for a person with a public pension, if spousal benefits begin automatically when the other…

LIRP Life insurance retirement plan and glasses. getty If you are contemplating purchasing a new life insurance policy, be sure to discuss the use of an irrevocable life insurance trust (known as an ILIT) with your advisors before…

My mother and aide flickr Editorial/Getty Images The massive pandemic relief bill that the House is likely to approve by the end of this week includes billions of dollars in new funding for government long-term services and supports…

Getty getty Inevitably retirement planning discussions with my clients include listening to stories about their parents and grandparents. Frequently, clients like to reminisce about how their family members from previous generations…

Loosing the city's private equity rules may be good for Stringer’s immediate political ambitions but ... will cost the city’s underfunded pensions for decades to come, given that these deals have lock-ups as long as 50 years. getty…