A Guide to Elder Planning: Everything You Need to Know to Protect Your Loved Ones and Yourself, Second Edition

Index

12b-1 (mutual fund-marketing) fees, 68-69

65-year-old and over taxpayers, additional deduction for, 97-98

401(k) accounts

beneficiaries, 125-127

employer matching funds, 123

mandatory withdrawals, 124

Roth 401(k) accounts, 122-123

traditional 401(k) accounts, 120-122

traditional versus Roth 401(k) accounts, 124

withdrawal penalties, 131-134

529 Plans, 57-60, 342-343

A

AARP.org, 333

AB trusts. See credit shelter trusts

accelerated death benefits, 182-183

“accepts assignment” of Medicare, 224

access to medical records, 290

accreditation

of assisted-living facilities, 167

of Continuing Care Retirement Communities, 161

Ackerman, Ernest, 214

activities of daily life (ADLs), 188, 196

Advance Health Care Directive. See Health Care Proxy

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