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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Elder Law

Home » Elder Law
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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 28, 2022

Cash Value Life Insurance as a Tax Deferral Strategy: benefits

Cash-value life insurance policies are tax-deferred, meaning that the cash value component of such an insurance policy will not be taxed as it grows. Because the money is growing faster, the [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 26, 2022

Cash Value Life Insurance as a Tax Deferral Strategy: introduction

What is cash value life insurance? Cash-value life insurance is a type of permanent life insurance featuring cash value savings. Because it is permanent life insurance, it lasts the [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 19, 2022

Saving for Retirement 101: splitting savings between traditional & Roth 401(k)s

When utilizing a 401(k) plan for your retirement savings, you may be given the option to choose between a traditional or Roth account, but it does not always have to be one or the other. Instead, [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 14, 2022

Saving for Retirement 101: Advantages associated with using a Roth 401(k)

Many large companies offer their employees a 401(k)-retirement plan; a decision that may come with this benefit is whether to choose a traditional 401(k) or a Roth 401(k). Here are some reasons [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 12, 2022

Saving for Retirement 101: Roth 401(k)

What is a Roth 401(k)? A Roth 401(k) is a type of retirement savings account that is less prevalent than the traditional 401(k) but is growing in popularity. These accounts have features similar [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 2, 2022

Saving for Retirement 101: 401(k)s & highly compensated employees

401(k) Contribution Limits for “Highly Compensated Employees.” If you are a highly compensated employee (“HCE”), you may be subject to certain limitations on the funds you may contribute to your [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted August 31, 2022

Saving for Retirement 101: 401(k) limits and strategies

Total Limits on 401(k) Employer and Employee Contributions Total 401(k) contribution limits refer to the maximum contribution amount by both employer and employee. In 2022, the total contribution [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted August 29, 2022

Saving for Retirement 101: Traditional 401(k)

What is a 401(k) plan? A 401(k) is an employee-sponsored retirement savings account. With a 401(k), individuals invest pretax funds directly from their paychecks into an employer-sponsored [...]

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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 8, 2022

What is the “Secure Act 2.0”?

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act (“the Act”) with a bipartisan vote of 414 to 5. The Act has been nick-named the “Secure Act 2.0” as it [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 5, 2022

How do these changes in the SECURE Act affect me?

An older RMD age will allow IRA owners to defer withdrawals, allowing assets to continue growing for longer. Removing the age limit for individuals to contribute to their IRA accounts benefits [...]

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