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2016 Tax Breaks – Part 3

By Diana J. Batchelor

This third and final blog in the 2016 Tax Breaks series discusses qualified charitable distributions (QCDs) from individual retirement accounts, in which was made permanent in year-end legislation, the Protecting Americans from Tax Hikes Act of 2015. Because the QCD is now permanent, it is important to review the rules.

2016 Tax Breaks – Part 2

By Diana J. Batchelor

To follow our previous blog, 2016 Tax Breaks, about the tax breaks made permanent, this blog discusses the tax breaks that have a time horizon of 2016 or 2017. All of the tax breaks referenced were passed by Congress in late December with the Protecting Americans from Tax Hikes Act of 2015.

2016 Tax Breaks

By Diana J. Batchelor

Now that we are past the 2015 tax season, let’s look at the permanent tax breaks in the Protecting Americans from Tax Hikes Act of 2015 that Congress passed in late December and will be in effect beginning with the 2016 tax year.

Social Security Strategies ... One More Thing to Consider

By Carolyn Walder

Many of you already know that several popular Social Security filing strategies for married couples are going away soon, but what you may not know is there are some nuances that may protect this option for a few more folks.  To review, the option of filing for Social Security benefits and then suspending those benefits so that a spouse can later claim a spousal benefit will go away on May 1, 2016. You would want to consider this if (1) you plan to continue to work and not collect social security until later (ideally age 70) and (2) you have a spouse who can collect on your record while allowing

An End to “File and Suspend” on Social Security

By Carolyn Walder

The Bipartisan Budget Act of 2015 that was signed into law last month includes significant changes to Social Security benefits that could impact your retirement planning. One of the changes is an end to the “file and suspend” strategy for claiming Social Security benefits. 

Whether to Consolidate an IRA and 403(b)

By Diana Batchelor

Several years ago, it made sense to keep a 403(b) in addition to an Individual Retirement Account (IRA) because the participant was not required to take his or her Required Minimum Distribution (RMD) until age 75. Congress and the IRS agreed to change this effective January 1, 2008, to make the rules more consistent for IRAs, SEP IRAs, Simple IRAs, 401(k)s, and 403(b)s.

The Top 5 Reasons Why You Will Love Our New “Lifetime Client Pathway”

By Liz Gillette

Lifetime Wealth is pleased to introduce our newest client resource: “Lifetime Client Pathway.”  The Lifetime Client Pathway replaces our former client portal, the Vault. We think you will appreciate the additional features and ease of use.

Your Pathway allows you to:

DFA Earns an "A"

By LWPM Staff

Morningstar recently evaluated Dimensional Fund Advisors (DFA) and gave them an "A" rating for stewardship. The Morningstar considers aspects like corporate culture, fund board quality, fees, fund manager incentives, and regulatory history. Lifetime Wealth is proud to be a DFA-approved advisor, and we truly believe that our clients reap the benefits of their philosophy and discipline. We hope that you enjoy reading this article!

"It's About You"

By Amy Thompson

The Real-Life MBA: Your No-BS Guide to Winning the Game, Building a Team and Growing Your Career, by Jack and Suzy Welch, offers advice that just about everyone can incorporate into their jack and Suzy welch.jpglives. Beyond the “learn-it today and apply-it tomorrow” techniques for business and leadership, the book’s section “It’s About You” speaks to all people, whether you are starting out in the workforce,

Consider Rolling Over Your TSP to an IRA After You Retire

By Carolyn Walder

For those of you retiring from the federal government with a TSP, consider transferring those funds to an IRA. Transferring to an IRA is beneficial in the following ways:

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