» Retirement / Retirement Accounts
Georgia Medicaid Treatment of Retirement Plans
November 3rd, 2020
Many Georgia seniors have hard-earned savings in retirement plans. When those individuals plan for their long-term care and nursing home needs, questions often arise about how retirement plan assets affect eligibility for Georgia Medicaid benefits fo…
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SECURE Act 10-Year Mandatory Distribution Requirement for Inherited IRAs and 401(k)s Impacts Estate Plans
February 27th, 2020
Estate planning for inherited IRAs and 401(k) became more complicated with passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 — commonly known as the SECURE Act. The new law includes a requirement applicable to many in…
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Inherited IRAs Lose Asset Protection in Georgia
December 28th, 2018
In June 2014, a decision of the United States Supreme Court concerning inherited Individual Retirement Accounts sent repercussions through the estate planning and financial planning communities — and had a significant financial impact on a woman wh…
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