A NOTE TO READERS: The following article is a drastically rewritten and updated version of an article prepared by Bob Mason six years ago. This article is to be published soon in the Winter 2018 … [Read more...]
Protect Your Social Security Check From Creditors
Can Social Security be garnished? Can a debt collector take your Social Security benefits? The collector from the credit card company just keeps calling. “Look . . . pay these bills of your … [Read more...]
Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?
This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]
Kill Your IRA. Get Away With Murder.
For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we … [Read more...]
Three Reasons To Trust Your Beach House To A Trust
Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also … [Read more...]
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