Planning Your RMD and IRA Distributions for 2015

Article Highlights: Under Age 59.5 Penalty Age 70.5 Mandatory Distribution Age Impact on Social Security Income Required Minimum Distributions Under-Distribution Penalty Penalty Waiver Other Pension Plans We spend most of our lives saving for retirement by putting funds away in tax-advantaged ways. But many of us forget about planning the withdrawals so that they are […]

Have You Reviewed Your Will or Trust Lately?

Your will or trust was prepared so that your assets will be distributed according to your wishes after your death.  These documents can also reduce estate taxes.  However, certain events can cause these documents to become outdated and create family stress and unpleasant tax results. Revised tax laws and life’s ever-changing circumstances make estate planning […]