Helping Seniors & Families
Plan For Their Future
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A Final Retirement Account Distribution Must Still Be Made After Death

old man discussing retirement with lawyer

The concept of the “half-birthday” is not something most of us think about after childhood. You do not find many adults saying, “I am 56 and a half.”

However, if you have a non-Roth individual retirement account (IRA) or 401(k), there is an age you’ll want to keep track of: 70 ½.

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Estate Planning and Retirement Considerations for Late-in-Life Parents

old man carrying toddler on shoulders

People are having children later and later in life. Janet Jackson gave birth to a son at 50, while Steve Martin discovered the joys of parenthood at 67 (decades after starring in the movie Parenthood).

But becoming a parent later-in-life has its challenges, including certain estate planning and retirement considerations.

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