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  • We Do Elder Law
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    • Blog
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  • About
    • Bob Mason, Attorney
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      • Tammy Webster, Trust Funding Specialist
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Tax Issues

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CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS

May 3, 2011 by bob mason

  What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may have to cash in an IRA. In other situations converting a traditional IRA into a …

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Total Return Trusts, Unitrusts and Power to Adjust

January 7, 2010 by bob mason

Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer manCh-ch-ch-ch-changesTurn and face the strange ch-ch-changesJust gonna have to be a different manTime …

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