June 2016 Newsletter

May 31st, 2016

Well, the weather is warmer! The sun is out! If you are going on vacation this year, stay safe, and take precautions with credit card and other personal information. Identity theft is rampant.
Projecting a Happy Retirement
Having a realistic picture of your retirement income and expenses could increase your chances of enjoying a happy retirement.
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Debt Optimization Strategies
In these uncertain economic times, you may be thinking of reducing your debt load. There are a number of strategies for paying off debt that you might consider.
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Common Financial Wisdom: Theory vs. Practice
In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or even possible, to follow them.
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Can I make charitable contributions from my IRA in 2016?
Taxpayers age 70½ or older can exclude from income up to $100,000 of otherwise taxable distributions paid directly from an IRA to a qualified charity.
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Can I name a charity as beneficiary of my IRA?
You can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Categories: Blog and News
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