What Happens if I Take a Bigger RMD?

Benjamin LongIRA, RMDs

Attorney Benjamin E. Long Estate Planning and IRA Distribution StrategistBenjamin Long, a prominent estate planning attorney at Schlagel Long, LLC, specializes in intricate retirement planning, …

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 …

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, …

Massive Changes to RMDs From Stimulus Plan

Benjamin LongIRA, RMDs

Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions“Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus …