Articles Posted in Retirement Assets


Announcing my new book: Every Californian’s Guide to Estate Planning!

My new book, Every Californian’s Guide to Estate Planning is available now and I’m excited to share it with all of you. I wrote it because there isn’t a California-specific estate planning book out there, and we, as Californians, have some special things to deal with. In…

Congress Makes Charitable Rollover Permanent

In last week’s end of the year budget bill, Congress made permanent the qualified charitable rollover distribution. This lets individuals who are 70 1/2 or older donate up to $100,000 a year directly from their IRA to qualified charities. By doing so, donors can reduce their taxable…
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Thinking Single: Women Who Live Long

I recently read a Huffington post article about the need for women to plan their estates as if they were single. And that got me thinking about how, despite our best efforts to plan, life just has a way of constantly changing.  Children grow up, we get old, and even families slip away, or…

It’s Holiday Time (Almost) How About a Roth IRA?

I recently read an article about the value of giving your children (or grandchildren) the gift of compound interest and a more secure retirement, in the form of an annual contribution to their Roth IRA. What a great idea! The author’s point is that many young people are struggling to…

How to Change Your Name After Marriage or Divorce

It happens. People get married, People get divorced. Names change. And our clients sometimes ask us what they need to do to get their legal names changed on their driver’s license and social security card after one or the other transition. Here’s the answer.  1.…

Estate Planning and Divorce

If you are in the midst of a divorce proceeding, or have been divorced (which means about fifty percent of married couples according to the American Psychological Association) you’ve got some estate planning to do, or re-do. Here are a few of the most important things that you…

Fiscal Cliff Deal Allows Charitable IRA Rollovers in 2013 and 2012

A provision in the American Taxpayer Relief Act of 2012, the fiscal cliff deal passed by Congress and signed by the President in January, 2013, provides people 70 1/2 years and older the ability to donate up to $100,000 per year directly from their IRA’s to charities. This provision…

Beneficiary Designations Are Important

Many of our clients have significant assets invested in their retirement accounts. Sometimes these accounts were established years ago, requiring little thought as month after month retirement savings went in automatically. Such low maintenance is sort of a good news/bad news piece of the…

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