Saturday May 25, 2019

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Personal Planner - Important Life Decisions
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so...
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Savvy Living - The Long-Term Care Benefit Many Veterans Are Missing Out On
The Long-Term Care Benefit Many Veterans Are Missing Out On
I have heard that the VA has a benefit that can help veterans and their spouses with long-term care costs. We recently had to move my 86-year-old father – who served in the army nearly 60 years...
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Washington News - Senators Thune and Casey Support CHARITY Act
Senators Thune and Casey Support CHARITY Act
On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is passed by the House and Senate and signed by the President, it would generally permit donors over age 70½ to transfer up to $100,000 per year directly from an IRA to a donor advised fund. Second, the act would simplify the excise tax paid by private foundations on investment income. Volunteers who drive their vehicles on qualified charitable trips can currently deduct $0.14 per mile. That charitable...
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