GiftLegacy Newsletter - February 14, 2016

Clubs and Organizations

February 16, 2016


Personal Planner
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family.
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Savvy Living
How to Calculate Your Retirement Number
Can you help me calculate about how much my wife and I need to save for retirement? We are both in out late-50s and want to see where we stand.
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Your Plan
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Washington News
IRS Taxpayer Support in 2016
Each year the IRS alerts taxpayers about potential tax problems and scams. Four of the 2016 "Dirty Dozen" scams were described in IRS letters this week.
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Finances
Stocks - Coca-Cola Releases Quarterly Earnings Read more
Bonds - Treasury Yields Rise After Hitting 3-Year Low Read more
CDs and Mortgages - Mortgage Rates Continue Slide Read more