Review Healthcare Options Healthcare is one of the most significant expenses in retirement. Explore your healthcare options, including Medicare and supplemental insurance plans. Ensure you have adequate coverage to protect against unexpected medical costs. Medicare Most people become eligible for Medicare at age 65. To avoid penalties, it’s important to enroll during the initial enrollment period. Parts of Medicare Part A: Hospital insurance, usually premium-free if you or your spouse paid Medicare taxes while working.
Retirement and estate planning are crucial, but are you putting yourself and your family at risk of missing your long-term financial goals using the wrong retirement account? Traditional and Roth individual retirement accounts (“IRAs”) have been mainstays of retirement planning for decades. Both types of IRAs provide important tax benefits, but each has limitations and restrictions that cause them to be inefficient for high- (and not-so-high) net-worth taxpayers. As a result, people have been turning
After a lifetime of working hard and saving for your future, you notice that the future has somehow become the present. If you want to retire soon, these steps will give you the peace of mind to retire confidently. No one wants to worry about all of the “what ifs” accompanying retirement. Although we do not have a crystal ball to look into the future, we have experience helping people like you ensure they retire
Export Controls There are various regulations given the U.S. -origin product, software, and technology. The U.S. has federal agencies responsible for creating rules applicable to direct items. The vast majority are subject to the Export Administration Regulations (EAR). If an export is a commercial commodity, software or technology, or deal-use items are subject to the EAR, which has both a potential military and commercial or civilian application. A U.S. company’s product, software, and technology are
Alzheimer’s and similar diseases can have a significant impact on a family. At the time of a diagnosis, you may not be thinking about the future. However, if you do not plan for your estate now, you could risk your assets and family’s future. When these diseases reach the stage where a person can no longer remember family members or understand their assets and important documents, they can no longer create or modify an estate
