Required Minimum Distributions (RMDs) – Time is Running Out

Month: December 2015

December 24, 2015  |  

Required Minimum Distributions (RMDs) – Time is Running Out

Key Takeaways What are RMDs? Do they apply to you? How to calculate them.  If you or a spouse has a 401(k) or an IRA, and turned 70 1/2 in 2014 or earlier, don’t forget about your big deadline looming on December 31. And I’m not talking about New Year’s Eve plans. December 31 is […]

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December 15, 2015  |  

Give Smart – The Top 3 Things to Remember
Now is the time of year to be generous (and savvy about how you do it)

Key Takeaways Giving to individuals Giving to charity Easy ways to give At this time of the year, many people are moved to give to family and charity.  It makes us feel great and so many people benefit from our collective charity that it normally improves society. But, before you start writing checks to support […]

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