Jan 6, 2020 | Taxes & Financial Planning
2019 IRA Deadlines Are Approaching Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020, is the deadline to take your Required Minimum Distribution (RMD) from...
Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
Making Charitable Donations of Stock If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart...
Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
The Qualified Charitable Distribution – Tax Magic for Seniors Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero...
Jan 29, 2019 | Taxes & Financial Planning
Key Financial Data 2019 Nearly all the key items that affect one’s personal finances are contained in this easy to follow format. Talk to your financial advisor for more information. DISCLOSURE Registered Representatives offer Securities through The O.N. Equity...
Jan 23, 2019 | Financial Planning, Medicare/Long-term Care, Retirement, Taxes & Financial Planning
5 Things Women Need to Understand About Social Security Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, of course, but as a demographic, women derive more benefit from this government-sponsored retirement program. To...
Feb 9, 2016 | Taxes & Financial Planning
How Long Do You Have To Keep Your Statements? A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment...
