When Can Estate Assets Be Distributed?
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
Ethan Huizenga March 21, 2022
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What Is the Social Security Increase for 2022?
A large 5.9% cost-of-living adjustment is coming to Social Security beneficiaries in 2022. That means the average monthly retirement benefit will go up by $92 per month. Exactly how much more money you will see may depend on the amount of Medicare Part B premiums.
Ethan Huizenga December 8, 2021
4 Retirement Questions You Should Ask at 60
Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.
Ethan Huizenga May 13, 2021
Do I Make Too Much Money for Medicaid?
You should start by talking to an estate planning attorney who can look at your assets and income and see what impact they will have on Medicaid eligibility.
Ethan Huizenga April 13, 2021
How to Maximize Social Security Benefits
Sophisticated analyses take into account the tradeoff of receiving no income during the deferral period and more income later in retirement.
Ethan Huizenga March 23, 2021
Tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
Ethan Huizenga June 22, 2020
Will Your Estate Plan Work Now?
Under the new law, not only must all of the tax on IRAs and plans benefits be paid much earlier than it was before, but the rate will likely be much higher too, since that income will be bundled into the recipients’ peak earning years.
Ethan Huizenga March 20, 2020
Protecting Adult Children with Disabilities
Adults with disabilities are living much longer than in the past, which means their aging parents must plan for the day when their dependent children outlive them.
Ethan Huizenga February 14, 2020
The 2020 Social Security Increase Will Be Smaller than 2019’s
The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year’s change. The small rise has advocates
Ethan Huizenga October 23, 2019
Devils, Details, and Deadlines: SSI vs. SSDI – What’s the Difference?
Some of the most impactful work we do involves setting up financial protections for disabled individuals. Part of that process includes exploring federal income benefits,
Ethan Huizenga February 5, 2019
