Standalone LTCI Premiums Skyrocket, but Alternatives Abound
By Robert Bloink | William H. ByrnesAdvisors should become well-versed in the alternative solutions for clients who can no longer afford LTC policies.
May 10, 2019
Who's Responsible for Your Parents' Nursing Home Cost? It's Not Who You ThinkYou better find out what your state's laws are, but regardless, start looking into LTC plans.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.
May 07, 2019
Bernie Sanders' Estate Tax Plan: Bloink & Byrnes Go Thumb to ThumbAs the Democratic primary season begins to take shape, Bernie Sanders has once again emerged as a key possibility for the Democratic presidential nomination…
May 02, 2019
SECURE Act's Change of RMD Rules: Bloink & Byrnes Go Thumb to ThumbThe bill would raise the existing age threshold from 70 1/2 to age 72 for IRAs. Is this just a giveaway to wealthy retirees?
May 01, 2019
Which Retirement Account Comes First, the 401(k) or the IRA?A client who is not intimately familiar with retirement account rules might be faced with a classic chicken vs. egg dilemma.
April 19, 2019
Employers Can Assure Retirement for $2.64 an HourRetirement security can be increased dramatically without exorbitant expense.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.