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Monday June 25, 2018

Exciting events are happening at Wake Forest University
Our News
Thank you for your interest in Wake Forest University. Our hope is to serve you and your family with helpful information.
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How Medicare Handles Second Medical Opinions
Savvy Living
Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to...
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ABLE Accounts Enhanced Under TCJA
Washington News
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally funded by annual gifts up to $15,000. An ABLE account beneficiary is a person who became disabled before age 26. Funds in the ABLE account grow tax-free and may cover qualified disability-related expenses for the beneficiary. Qualified expenses include "housing, education, transportation, health, prevention and wellness, employment training and support, assistive technology and personal support services, and other disability-related expenses." The Tax Cuts and Jobs Act (TCJA) included three new benefits for ABLE account holders. First, if the beneficiary is employed and not covered by a workplace retirement plan, he...
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to...
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