Posted on February 8, 2020 by Hawkins Elder Law.

Married IRA owners should update estate plans to address SECURE Act changes to IRA taxation and new Indiana Medicaid policy. This article explains why.

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Posted on December 29, 2019 by Hawkins Elder Law.

SECURE Act changes to IRAs will affect you or someone you know in 2020. The ‘‘Setting Every Community Up for Retirement Enhancement Act of 2019’’ (SECURE Act) begins on page 604 of H. R. 1865, the 715-page Congressional appropriations bill that President Trump signed on December 20, 2019. This article highlights some SECURE Act provisions and suggests income tax planning strategies that may help some families reduce tax burdens.

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Posted on May 29, 2019 by Hawkins Elder Law.

SECURE Act IRA changes may affect retirement planning strategies dramatically. On May 23, 2019, 417 members of the U.S. House of Representatives voted to change IRAs with the “SECURE Act” (Setting Every Community Up for Retirement Enhancement Act of 2019). If Congress and the White House agree on a bill, it will change the landscape for retirement contributions and required IRA withdrawals. This article describes some of the SECURE Act’s key aspects and an alternative U.S. Senate bill.

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Indiana Cancels Favorable Medicaid Policy on IRAs

Posted on December 27, 2018 by Hawkins Elder Law.

This article explains some surprising new IRA protection opportunities created by recent Indiana Medicaid rule changes.

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Have You Withdrawn Enough from Your IRA This Year?

Posted on November 14, 2016 by Hawkins Elder Law.

The retirement plan concept leads us to believe that we should contribute as much as possible to IRAs and other tax-deferred retirement plans, and avoid withdrawing more than the required minimum distributions. While this strategy will maximize retirement plan growth and the likelihood that it will provide income late in life, it also sets up […]

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Planning with Retirement Plans, Annuities, and Life Insurance

Posted on June 14, 2015 by Hawkins Elder Law.

Retirement plans, annuities, and life insurance policies are great tools to accumulate and protect wealth for some people. However, all investments require some attention to details regarding beneficiary designations and ownership choices. None of these tools fits everyone and some tools can be inappropriate for some people. A knowledgeable estate planning attorney uses these financial […]

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