Category

401(k)s and IRAs
14
Nov

401(k) and IRAs Owned by Spouse of Medicaid Applicant may not be countable by New Jersey Medicaid

November 14, 2014
New Jersey Medicaid may not count IRAs, 401(k) and pension plans owned by the spouse...
22
Jul

Federal Court Enjoins New Jersey From Counting Annuity Owned By Medicaid Applicant’s Spouse As An Available Resource

July 22, 2013
A federal district court judge in New Jersey granted a Medicaid applicant’s motion for a...
27
Nov

New Law Substantially Extends Reach Of New York State’s Medicaid Estate Recovery Law

November 27, 2011
Earlier this year the New York State Legislature, prompted by the Governor’s Medicaid Redesign Team,...
17
Jul

IRS Issues Guidance on Disability Exception to Early Distribution From IRA Penalty

July 17, 2009
In May of this year, the Internal Revenue Service provided guidance on when a taxpayer...
31
Mar

More Companies Eliminate 401(k) Matches

March 31, 2009
The battle for a secure retirement is about to get even tougher. Several new surveys...
17
Dec

Pension bill would allow deferrals of 401(k) and IRA withdrawals in 2009

December 17, 2008
Congress approved legislation that would allow retirees to defer withdrawals from their 401(k) plans and...

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