Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Social Security

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Older Singles Can Plan to Protect Themselves
Elder Law

Older Singles Can Plan to Protect Themselves

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

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Is Extending Required Minimum Distributions a Good Thing?
Asset Protection

Is Extending Required Minimum Distributions a Good Thing?

The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.

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