It’s Time for your Life Insurance Checkup!
- 09/10/21
September is National Life Insurance Awareness Month, so it's a great time to review your coverage or to review your financial needs if something were to happen to you.
[+] Full Article FAFSA Simplification Act - 09/01/21
Learn about how legislative changes can help you finance your loved one’s education. As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid.
[+] Full Article
September is National Life Insurance Awareness Month, so it's a great time to review your coverage or to review your financial needs if something were to happen to you.
[+] Full Article FAFSA Simplification Act - 09/01/21
Learn about how legislative changes can help you finance your loved one’s education. As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid.
[+] Full Article
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March 25, 2021 A choice for IRA owners who want to reduce taxes linked to IRA distributions.
Do you have an IRA? As you enter your 70s, you may start to look at that IRA not only as an asset, but also as a problem. By law, you must take required minimum distributions (RMDs) from a Traditional IRA once you reach age 72; there are very few exceptions to this. Read more » #IRA #RMD IRA Philanthropy QCD Qualified Charitable Distributions Required Minimum Distribution RMD |
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March 1, 2021 Life expectancy tables will be updated by the IRS for the first time since 2002. If you are at "RMD" age, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Read more »
Required Minimum Distribution Income Planning IRA IRS Retirement Plan Retirement Planning RMD |
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February 15, 2021 If a windfall has come your way, or you anticipate inheriting money or selling your company, be sure to speak to a financial professional early on.
A financial professional can offer a holistic support network, with connections that can help you build a team of trusted experts. Read more »
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February 1, 2021 Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.
April 15, 2021 is the deadline for making prior year annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts. Read more »
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