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You are here: Home / Archives for IRAs & Retirement Plans

February 27, 2022 by bob mason 4 Comments

Surprise! Your Medicare Premiums Might Go Up.

Surprise! Your Medicare Premiums Might Go Up.

Selling an appreciated asset or cashing-in/drawing down an IRA or an annuity are often necessary in a Medicaid context. An individual or couple looking at nursing placement may have no choice. It may … [Read more...]

Filed Under: IRAs & Retirement Plans, Medicaid, Medicare, Nursing Homes, Reader Favorites

September 20, 2021 by bob mason 6 Comments

Late Second Marriage?

Late Second Marriage?

Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Miscellaneous, Nursing Homes, Social Security, Wills (or Not!) Tagged With: estate planning, Medicaid, special needs trusts, wills

September 9, 2017 by bob mason

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

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...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Nursing Homes, Reader Favorites, Special Needs Planning, Tax Issues, Trusts generally Tagged With: estate planning, IRA, Irrevocable trusts, special needs trusts, Trusts generally

August 25, 2017 by bob mason

Kill Your IRA. Get Away With Murder.

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...]

Filed Under: Featured, General, IRAs & Retirement Plans, Medicaid, Reader Favorites, Tax Issues Tagged With: Individual Retirement Plan, IRA, Medicaid, nursing home, Taxes, Terminating an IRA

April 30, 2015 by bob mason 6 Comments

How Much Do You Need?

How Much Do You Need?

Are You Stressing Too Much? Or Not Enough? How much do you really, really, really need for retirement? Based upon decades of experience in elder law and talking to hundreds of people (and looking at … [Read more...]

Filed Under: General, IRAs & Retirement Plans Tagged With: Retirement savings

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About Bob Mason

Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

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News

Mason named to 2022 Super Lawyers

Robert A. Mason named to Super Lawyers ASHEBORO, … [Read More...]

Mason Named 2021 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Aug. 20, 2020: Best Lawyers® has … [Read More...]

Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

Surprise! Your Medicare Premiums Might Go Up.

Selling an appreciated asset or cashing-in/drawing down an IRA or an … [Read More...]

NORTH CAROLINA SPECIAL ASSISTANCE

NORTH CAROLINA SPECIAL ASSISTANCE

Medicaid in an Assisted Living Facility? Think again! You’ve been looking … [Read More...]

STEP Act Might Step On You

STEP Act Might Step On You

Something is perking in Washington that could end up costing many people a … [Read More...]

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