News

Tuesday December 18, 2018


Washington News
Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018. Generally, traditional IRA, traditional 401(k), 403(b) and other qualified plan owners must take an RMD the year they reach age...
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Personal Planner
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are...
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Savvy Living
Have You Checked Your Social Security Statement for Errors?
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce our monthly...
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