GiftLegacy eNewsletter October 16, 2016

Clubs and Organizations

October 18, 2016

Personal Planner

IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k) plans will continue to grow.

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Savvy Living

How Much Does a Funeral Cost?

How much does an average funeral and body burial cost? I need to make funeral arrangements for my aunt, who's terminally ill. I would like to have a cost idea going in so I can plan and budget appropriately.

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Your Plan

Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.

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Washington News

October 17 Income Tax Return Deadline

In IR-2016-130 the Service published reminders for 13 million taxpayers who filed for a six month extension. Most tax returns on extension are due on October 17, 2016.

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Stocks - Delta's Revenue Drops Read more
Bonds - Treasury Yields Continue to Rise Read more
CDs and Mortgages - Mortgage Rates Rise Slightly Read more