Index
12b-1 (mutual fund-marketing) fees, 68-69
65-year-old and over taxpayers, additional deduction for, 97-98
401(k) accounts
employer matching funds, 123
mandatory withdrawals, 124
traditional 401(k) accounts, 120-122
traditional versus Roth 401(k) accounts, 124
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
affinity ...
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