Articles Tagged with retirement

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Financial Elder Abuse: Easy to Miss
The SF Chronicle’s Carolyn Said recently published an article detailing the story of Leslie and Cheryl Berkes, an elderly couple in Moraga whose caretaker methodically drained their retirement, checking and savings accounts over a period of years, totalling more than $350,000. The…
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Inheriting an IRA: What to Do?
Inheriting money is not something most of us do more than once or twice in a lifetime, if ever. For the vast majority of us, this money comes to us free of estate tax, because current law only taxes estates worth more than $10 million, indexed each year for inflation. But money that you…
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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…
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