What are the Penalty-Free IRA Withdrawals?

March 12, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Law, Estate Planning

The contributions you make to your individual retirement account (IRA) are intended to supplement your income during your retirement years. However, as much as you'd like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to withdraw some of those assets early.

Am I Better Off Investing Earlier in My IRA?

March 6, 2020
Bill O’Leary, Esq.
Asset Protection, Business Planning, Estate Planning

If you’re under age 50, you can contribute up to $6,000 across one or more IRAs for tax year 2020. If you’re age 50 or older, the limit is slightly higher ($7,000).

What Are the Biggest Estate Planning Questions I Need to Answer?

August 22, 2019
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Guardianship

The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?