Asset Protection Today with Bill Alexander
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
info_outline When To RetireAsset Protection Today with Bill Alexander
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
info_outline After CaregivingAsset Protection Today with Bill Alexander
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
info_outline Caregiving RespiteAsset Protection Today with Bill Alexander
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
info_outline Minimum Required DistributionsAsset Protection Today with Bill Alexander
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.
info_outline 401K MistakesAsset Protection Today with Bill Alexander
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
info_outline Long-term Care OptionsAsset Protection Today with Bill Alexander
Bill dives in to the options and costs of the various forms of long-term care that are available.
info_outline Umbrella InsuranceAsset Protection Today with Bill Alexander
Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think.
info_outline The SECURE ActAsset Protection Today with Bill Alexander
Bill explains how a potential new piece of legislation could create major changes for retirement accounts.
info_outline Asset Protection with Revocable TrustsAsset Protection Today with Bill Alexander
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.
info_outlineBill explains what the Programs of All-Inclusive Care for the Elderly (PACE) program is and how it can benefit seniors who have serious disabling conditions that would normally require nursing care. Who qualifies and what benefits does the program provide? Listen to the episode below for those answers.