The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or Daddy is in an assisted living facility and the “veterans counselor” (annuity … [Read more...]
CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS
What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may … [Read more...]
Total Return Trusts, Unitrusts and Power to Adjust
Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer … [Read more...]
