News

Tuesday December 18, 2018

Our News
Exciting events are happening at Sewanee, The University of the South
Thank you for your interest in Sewanee, The University of the South. Our hope is to serve you and your family with helpful information.
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Savvy Living
Have You Checked Your Social Security Statement for Errors?
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce our monthly...
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Washington News
Required IRA Distributions by December 31
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018. Generally, traditional IRA, traditional 401(k), 403(b) and other qualified plan owners must take an RMD the year they reach age 70½. For 2018, this rule applies to IRA owners born between July 1, 1947 and June 30, 1948. Normally, RMDs must be taken by December 31. The RMD is calculated using the IRS Uniform Table (with an exception for couples with one spouse more than ten years younger than the other) and is about 3.77%...
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Personal Planner
How to Fund Your Living Trust
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are...
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