Lawyer For Seniors

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Pleasanton: (925) 847-0737
Email: Gene@LawyerForSeniors.com
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Article Category Tax Law

New ‘Secure Act’ Makes Big Changes To IRA’s and Other Retirement Plans

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community Up for Retirement Enhancement (SECURE) Act changes the law surrounding retirement plans in several ways: Read Full Article

Article Categories: Current Events, Estate Planning, Retirement Planning, Tax Law

How Will Tax Reform Impact Seniors and Persons with Disabilities?

The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the first overhaul of the tax code in more than 30 Read Full Article

Article Categories: Articles For Professionals, Current Events, Estate Planning, Health Care, Tax Law

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  • Current Events (5)
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  • Elder Law (3)
  • Trust Administration (3)
  • Tax Law (2)
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Serving The East Bay of San Francisco, and surrounding cities

 

TEL: (510) 247-2555
TEL: (925) 847-0737
FAX: (510) 247-0150

  

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care

Elder Law Blog

  • Stimulus Payments Will Not Impair Medi-Cal, SSI, Nor Covered CA Eligibility
  • Medi-Cal Myths Uncovered
  • Preservation of Parent’s Low Property Tax Rate Soon to Be More Difficult for Children: Planning ‘Window’ Closing
  • Consider Tax Savvy Year-End Gifts
  • Social Security Benefits To Increase Modestly in 2021

Recent Articles

  • SNT’s Can Protect Public Benefits In Divorce. Revised
  • New ‘Secure Act’ Makes Big Changes To IRA’s and Other Retirement Plans
  • The New CA Decanting Statute: Some Advisory Cautions *
  • USING ‘UNAVAILABILITY’ TO REDUCE SPEND DOWN AND/OR SECURE RETROACTIVE MEDI-CAL ELIGIBILITY

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