Friday, August 26, 2011

Are You Hurting Your Own Chances At Retirement?

According to a recent article in the Wall Street Journal, many Baby Boomers are no longer worried about when they will be able to retire, but if they will be able to retire at all. In many cases the reason for this worry stems not so much from any kind of selfish inability to save, but from a tendency to be too generous.

In addition to a growing trend (hinted at in the WSJ article above) of Baby Boomers tapping their own retirement funds to help pay for the care of their elderly parents, this article in USA Today warns of the all-too-common danger of Boomers shorting their own retirements to pay for their children’s college educations.

“People are willing to go to extreme measures because they value a college education so highly... Among parents who are planning for their children's college, 24% say that they tap their retirement accounts. And that doesn't reflect people who reduce or halt retirement contributions [to make tuition payments.]”

One thing that both of these articles agree on is that when it comes to saving money, Boomers need to put their own needs first. While the immediate financial needs of an elderly parent or college-bound child may feel more pressing, it’s a very bad idea to short your own retirement account (and your future) to cover their costs. If you have an elderly parent in need, before you dip into your own savings contact a good elder law attorney who can help you review your (and your parent’s) options, and help navigate the VA Benefits or Medicaid system if applicable.

As far as college tuition goes, by neglecting your own retirement to pay for your children’s college education you may simply be perpetuating a dangerous cycle, putting your children in the position of having to pay for your expenses when your savings runs out in the future. Financial advisors, college admissions counselors, and the school’s financial services center may be able to help you explore your options for paying for tuition.

Permanent Link

write a comment




Previous Posts

The Decision to Exercise Spousal Refusal Can Be Painful, But Often Necessary

Talking to Your Parents About Retirement

Facebook Founders Use GRATs to Avoid Excessive Taxation; You Can Too

The Pros and Cons of Long-Term Care Insurance

An Estate Plan Can Highlight Religious Values... Within Limits

7 Major Errors in Estate Planning

Compassion is Key When Talking to Aging Parents

The Good News and The Bad News About Retirement

Transfer of Home Ownership Does Not Replace an Estate Plan

A “New Wave” of Lawsuits May Force Children to Pay for Elderly Parents’ Nursing Costs

Blog Categories

Asset Protection

Elder Law

Estate Planning

General Interest

General Legal

Health Care

News and Current Events

Probate

Retirement Planning

Special Needs Planning

Tax Planning

Trust Administration

Blog Links

Archived Posts

2012
May
April
March
February
January
2011
December
November
October
September
August
July
June
May
April
March
February
January
2010
December
November
October
September
August
July
June
May
April
March
February
January

The Attorneys at Estate Plan Strategies, LLC assist clients with Estate Planning, Wills, Trusts, Revocable Trusts, Tax Planning, Asset Protection, Special Needs Planning, Charitable Giving, Probate and Estate Administration, Elder Law, Medicaid Planning, and Business Succession Planning in the metropolitan St.Louis, Missouri area. Areas we serve include Clayton, Chesterfield, Ballwin, Creve Coeur, Richmond Heights, Maryland Heights, Florissant, Hazelwood, Affton, Ladue, Fenton, University City, Sunset Hills in St. Louis County, St. Charles County, Jefferson County, Franklin County and Lincoln County.



© 2012 Estate Plan Strategies, LLC | Disclaimer
1067 N. Mason Road, Suite 3, St. Louis, MO 63141 | Phone: 314-542-2210
Estate Planning | Living Trusts and Wills | Tax Planning | Asset Protection | Special Needs Planning | Charitable Giving | Probate / Estate Administration | Business Succession Planning | Elder Law / Medicaid Planning | | About Us | Our Service Guarantee | In The News

Attorney Website Design by
Amicus Creative