We have been reading lots of literature about withdrawing funds from tax advantaged accounts like 529 Savings Plans, 401(k)s and IRAs and these articles casually mention the taxes imposed when
Continue Reading The Bucket List: Understanding Marginal Tax Rates"gray divorce"
The N.Y.Times Offers a History Lesson in Retirement Anxiety
The beauty of studying history is that it some times sews together a credible narrative. We have written a fair amount about America’s anxiety, both financial and political. But today’s…
Continue Reading The N.Y.Times Offers a History Lesson in Retirement AnxietyWatch an Equitable Distribution Unfold from the Front Row
Much of the material we publish comes from Pennsylvania’s Superior Court. In most instances that court is reviewing trial court decisions based on whether the lower court committed an “abuse…
Continue Reading Watch an Equitable Distribution Unfold from the Front RowDivorce & Retirement: A Statistical Survey
We live in a day when we are bombarded with theories, ideas and prognostications about retirement. It’s a vitally important topic and worthy of some careful study. Unfortunately, the quality…
Continue Reading Divorce & Retirement: A Statistical SurveyDon’t Let Your Indecision Drive Your Divorce.
One of the pleasures of writing this column is interaction with folks in the legal community. I hear with some frequency from an attorney in California. This morning he responded…
Continue Reading Don’t Let Your Indecision Drive Your Divorce.Terms of Estrangement: Should Your Estate Documents Be “Saying More.”
Beginning in 2020 a new topic entered the estate planning world based on studies done at Cornell University. Cornell started what they call a “Family Reconciliation Project” and in 2021…
Continue Reading Terms of Estrangement: Should Your Estate Documents Be “Saying More.”“GRAY” DIVORCE AND THE ISSUES THAT CAUSE IT
The rate divorce among couples in their 50’s or older has grown so much in recent years that it has earned its own moniker: gray divorce. A recent article in …
Continue Reading “GRAY” DIVORCE AND THE ISSUES THAT CAUSE IT