Social Security survivor's benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
Monthly Archives: July 2019
15 posts
We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.
Federal law requires that after you reach age 70 1/2, you must begin withdrawing a minimum amount
from your retirement accounts. But what if you die after age 70 1/2 and before all the account funds have been distributed?
Thinking about your funeral may not be fun, but planning ahead is helpful. It both lets your family know your wishes and assists them during a stressful time.
People wishing to help someone with special needs save for their future without jeopardizing the recipient's public benefits can now do so using a "Gift of Independence" card.