Tag: planning

  • Traditional IRAs: In 5 Parts

    Note: If you have limited time, at least read the “Short Attention Span” page. If you are unsure about some of the terms and definitions, read the “Appendices”. Note: Even the “Short Attention Span IRA” has complex tax related topics. Be prepared to put your big-girl panties on to slog through it. Sorry, but this…

  • Traditional IRAs – Required Minimum Distributions and Life Tables

    Warning: Beware all ye who enter. Here thar be taxes! Tha yeller bellies among ye, scuttle on to tha next post. I was reading about inherited Traditional IRAs because they are so thrilling. No, not really. They are about as thrilling as watching water boil, but I inherited a small IRA from my mother. There…

  • Retirement Planning

    Retirement planning in a five part mini-series. I was advised that the original article was too long and readers would die of boredom partway through.

  • Things to do After Your Parents Pass Away

    Introduction I helped my mother deal with some of the notification and documentation issues from my father passing away. The process is pretty miserable and grieving does not improve it. I do not think anything will make this process “easy” and “painless”, but some planning and research might make is “easier” and “less” painful. The…

  • Things to do Before Your Parents Pass Away

    Introduction The topic of your parents passing away is not a particularly easy one to talk about or deal with (unless you have a full terrible mother). Kate and I starting thinking about this more than a decade in advance, but we thought about it more from the emotional and sentimental angle. We did not…