GiftLegacy eNewsletter - February 12, 2017

Clubs and Organizations

February 13, 2017


Personal Planner
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family.

Savvy Living
Do You Need To File a Tax Return in 2017?
What are the IRS income tax filing requirements for retirees this tax season? My income dropped way down when I retired last year in 2016, so I'm wondering if I need to even file a tax return this year.

Your Plan
Providing for Our Children's Future
Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.

Washington News
IRS Warning on Inflated Refunds and Preparer Fraud
In two letters this week (IR-2017-23 and IR-2017-26) the IRS warned taxpayers about inflated refunds and tax preparer fraud.

Finances
Stocks - Hasbro Reports Strong Profits Read more
Bonds - Tax Reform Talk Buoys Treasury Yields Read more
CDs and Mortgages - Mortgage Rates Drop Slightly Read more