By John H. Robinson, Financial Planner Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries (NEDBs) who … [Read more...] about IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
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A Farewell to Mint.com
A Farewell to Mint.com
Which personal finance app will step up to fill the void? By John H. Robinson, Financial Planner In a November 2023 press release that surprised and disappointed legions of loyal users, fintech … [Read more...] about A Farewell to Mint.com
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
(The Unfortunate Consequences of Long-Term Care Insurance Partnership Plans) By John H. Robinson, Financial Planner “The nine most terrifying words in the English language are: ‘I’m from … [Read more...] about States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?