GiftLegacy Newsletter - May 8, 2016

Clubs and Organizations

May 11, 2016

Personal Planner
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax!
Click to read more
Savvy Living
Choosing an Appropriate Walking Cane
I have severe arthritis in my knee and could use a walking cane to help me get around. Is there anything I should know about canes before I buy one?
Click to read more
Your Plan
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
Click to read more
Washington News
IRS Customer Service under Scrutiny
At a May 5 Taxpayer Advocate Service forum in Red Oak, Iowa, a panel including Senate Finance Committee member Sen. Chuck Grassley (R-IA) and National Taxpayer Advocate Nina Olson, discussed how the IRS can better assist taxpayers.
Click to read more
Stocks - Sprint Rings in More Customers Read more
Bonds - Yields React to April Jobs Report Read more
CDs and Mortgages - Interest Rates Fall Back Near 2016 Lows Read more