by Christine Brown | Feb 8, 2023 | Estate Planning, Inheritance, Inherited IRAs, Retirement
Inheriting a retirement account, such as a 401(k) or an IRA, can benefit a person struggling with their finances. It can help pay bills and create more stability. However, any Torrance inheritance lawyer will tell you that ignoring federal regulations can lead to...
by Christine Brown | Feb 10, 2021 | Estate Planning, Retirement
As we close out 2020 in hopes of a better 2021, LA County estate planning lawyers are encouraging their clients to reflect on legal changes that may have gone overlooked in the past year. Last January, the Setting Every Community Up for Retirement Enhancement (SECURE)...
by Christine Brown | Feb 16, 2020 | Elder Law, Retirement
As a surprise to most financial professionals across the country, the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been approved by Congress following its last-minute inclusion into a bipartisan appropriations bill that would avert a...
by Christine | Jul 16, 2015 | Retirement, Retirement Planning |
Thinking about pulling up stakes when you retire? Review this checklist of financial concerns first. Moving during retirement is not just about the scenery. You need to understand the full financial impact that can come from relocation. Morningstar’s recentarticle,...
by Christine | Jun 28, 2015 | Military, Nursing Home, Retirement |
The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this...
by Christine | Apr 24, 2015 | Asset Protection, Estate Planning, Estates, Individual Retirement Accounts (IRA), Inheritance, Living Trust, Retirement, Retirement Planning, Tax Planning, Trusts, Wills |
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your disposal (say, your employer's 401(k) matching program). With that in mind, here’s a list of 28...
