What Happens if I Take a Bigger RMD?

Benjamin LongIRA, RMDs

“Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the …

What Happens If You Don’t Name Beneficiaries?

Benjamin LongBeneficiaries, Guardians, IRA, Minor Children

The Importance of Naming Beneficiaries for Your Accounts Retirement Accounts and Beneficiary Designations “If you’ve had an IRA and a 401(k) for many years, you …

How To Be Smart About a Financial Windfall

Benjamin LongDebt, IRA, Retirement, Taxes

Call Benjamin Long at (913) 359-8996 “Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering …

Inherited IRAs Require Careful Handling

Benjamin LongBeneficiaries, IRA, RMDs, Survivor Benefits, Trusts

Navigating the Complex World of Inherited IRAs “One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give …

Social Security and Medicare and the Impact on Retiree Taxes

Benjamin LongIRA, Medicare, RMDs, Social Security

Navigating the Complexities of Retiree Taxes “Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the …

Five Top Reasons To Add Beneficiaries to Investment Accounts

Benjamin LongBeneficiaries, Estate Planning, Inheritance, IRA, Probate

The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …

Elder Financial Abuse Fraud Occurs, When No One’s Watching

Benjamin LongDementia, Elder Financial Abuse, Executor, Fraud, Guardians, IRA, IRS

Benjamin E. Long: Protecting Your Legacy from Financial Abuse Expertise in Elder Financial Protection: With a deep understanding of the complexities surrounding elder financial abuse, …

Are You Making the Most of the Secure and Cares Acts?

Benjamin LongIncome Tax, IRA, RMDs

Benjamin E. Long: Expert Attorney in Estate Planning and Probate Law with a Focus on SECURE and CARES Act Implications About Benjamin Long Benjamin E. …

Tapping an Inherited IRA?

Benjamin LongBeneficiaries, Estate Planning Attorney, Inheritance, IRA, RMDs

Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …

Elder Abuse Continues as a Billion-dollar Problem

Benjamin Long401k, Dementia, Estate Planning, Estate Planning Attorney, IRA, Power of Attorney, RMDs, Wills

Benjamin E. Long: Attorney Focused on Elder Financial Abuse Prevention and Estate Planning As a founding attorney at Schlagel Long, LLC, based in Olathe, Kansas, …