by SDP Team | Apr 2, 2018 | Children
Friends, None of us have escaped a relative, friend, neighbor, or even a personal bout with cancer. It is no respecter of persons…rich and poor alike are struck. It is for those who have limited or no means of dealing with not only the treatment but also the...
by SDP Team | Mar 27, 2018 | Tax
A common question we get every year is, “When should I take my RMD?” Those of you who will be 70 ½ this year will need to take your first “RMD”. You may have been taking distributions before now, but the requirement now is a percentage (based on your age) as a...
by SDP Team | Mar 9, 2018 | Relationships
During the recent days when school was out due to the widespread illness, my grandsons stayed with us on a Thursday and Friday As you may recall, it was very cold outside, but they insisted on being outside on both days. They rode their bicycles and had a great time,...
by SDP Team | Mar 1, 2018 | Estate Planning
Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely...
by SDP Team | Mar 1, 2018 | IRA
Do you work for yourself? Is your business too small for a 401(k) plan? If so, you should really consider establishing a SEP IRA plan – for yourself and for your employees. SEP stands for Simplified Employee Pension, and simplicity is a key feature of these retirement...
