Many of my clients are lifelong excellent savers and rule-followers. They do what’s suggested and keep doing it. For that reason, many of my clients have a LOT of tax-deferred money set aside that can’t be touched until age 59.5 (there are exceptions, but they are a hassle). This is a bummer: because they have…
Normally I shy away from discussing accounts that seem to come from a political gambit or whim. However, talking to my Friend in Finance, Cameron Morgan, made me think I should learn and share a bit about the new 530a (aka Trump) accounts. These accounts could be a solution to the question I often get…
Sure, Grey Divorce gets a ton of headlines, but what about Grey Marriage? It’s not unusual for people who are in a later-in-life serious relationship to ask me if they should get married for tax reasons. Not the most romantic of proposal set-ups (Sandra Bullock and Bill Pullman star in While You Were Filing Your…
I was recently delighted to hear of the retirement of one of my fave estate planning attorneys. I’m so happy for her to reach this milestone. Then, I heard from her successor that some of the attorney’s clients were really angry about her retirement. My delight was diminished. Yes, change is hard. It’s not fun…
Never let it be said that an old dog can’t be taught new tricks! Old Dog = Me. I learned something mind-blowing from Michael Kitces at a conference in August that backtracks on a “rule” I have followed for years. In my month-long September rant about RMDs and not freaking out about them, I said…
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