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Tuesday October 16, 2018

News

Thank you for your interest in Optimist International Foundation. Our hope is to serve you and your family with helpful information. More
IRA and 401(k) Designated Beneficiary Options
Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase,...
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Social Security Benefits Increase by 2.8% in 2019
Washington News
Social Security Benefits Increase by 2.8% in 2019
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The...
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How to Recognize and Prevent Financial Scams
Savvy Living
How to Recognize and Prevent Financial Scams
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own...
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.