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How to Make an IRA Last Longer

How to Make an IRA Last Longer

by Deborah L. Jacobs | Jan 15, 2018 | Estate planning, Individual retirement accounts, Personal finance, Retirement, Taxes

Proposals to eliminate the “stretch IRA” escaped the recent tax overhaul. Here’s what you need to know to take full advantage of it.

To Sell, or Not to Sell (Your House)

by Deborah L. Jacobs | Aug 29, 2017 | Estate planning, Personal finance, Retirement, Sharing economy, Taxes

If your home has become one of your most valuable assets, you might be tempted to sell and downsize. Just don’t assume that’s the best financial strategy.

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