June 16th, 2010
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Planning Your Financial Future
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June 2010
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Hi, all. Please have a safe and enjoyable Memorial Day weekend. And please, remember our veterans, especially those that gave their lives so we could be free.
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What You Should Know about Inherited IRAs
The rules governing inherited IRAs can be complicated. If you inherit an IRA from someone who isn’t your spouse, your options are fairly limited. If you inherit an IRA from your spouse, you have many more options. Here are the major issues.
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Student Loan Repayment Options
At one time, there was only one student loan repayment option–the standard 10-year plan. Now, there are an assortment of flexible repayment options to help borrowers meet their loan obligations. And it couldn’t have come at a better time.
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Returning to Work After You’ve Retired
No matter how much you’ve looked forward to retirement, you might find yourself missing the social interaction and financial benefits you enjoyed when you were employed. Whether working during retirement is a choice–or a necessity–make sure you understand the financial implications.
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What is a Medicaid compliant annuity?
A Medicaid compliant annuity is a single premium immediate annuity (SPIA) purchased on or after February 8, 2006, that meets the guidelines described in the Deficit Reduction Act of 2005 (DRA). Because the income from this type of annuity is not considered a countable resource, purchasing a Medicaid compliant annuity may help an individual or a couple, who would otherwise have too many resources, to qualify for Medicaid.
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What are long-term care combination policies?
In most instances, a combination policy is a base life insurance or annuity contract with a long-term care insurance (LTCI) benefit rider. Combination insurance contracts allow policyowners the ability to address multiple risks through one insurance policy, thereby potentially reducing some of the cost associated with buying separate insurance policies.
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This entry was posted on Wednesday, June 16th, 2010 at 9:10 am.
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