Loss of Stretch IRA is Not Such a Big Deal
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed on March 27, 2020, allows employers (and self-employed individuals) to delay paying their portion of that social security payroll tax. However, employers who receive Small Business Act loans that are forgiven under the CARES Act are not eligible for this payroll tax deferral.
You’ve probably received one: A recorded call warns of a problem with your Social Security number. To fix it and avoid legal action, you’re told, you must call back immediately—and pay up.
Elder Law, a relatively new development thanks to prolonged life expectancy, is a branch of the law that serves the needs of the elderly and the disabled as well as their family. As many of you who are caregivers may already know, Elder Law covers an impressive range of client issues, both legal and financial.
C19 UPDATE: CDC Updates Coronavirus Guidance for Businesses As we learn more about the coronavirus the Centers for Disease Control (CDC) is updating the guidance they give to business owners and employers. They issued updates on Friday, March 21st to include Updated cleaning and disinfection guidance Updated best practices for conducting social distancing Updated strategies…
A simple blood test may soon be able to diagnose patients with two common forms of dementia – Alzheimer’s disease and frontotemporal dementia (FTD) – and tell the two apart.
The US Chamber of Commerce compiles online guide with updates and resources to help small business survive the coronavirus pandemic.
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
You’re chugging along with your savings goals, but are you really doing everything right? See if you’re at risk for getting off track due to four all-too-common mistakes.