Tag Archives | Financial Adviser Grand Rapids

Washington Hotline – May 21, 2019

WASHINGTON NEWS 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 […]

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Social Security Tips – May 2019

    social security tips           Have you ever looked at our Calculators page? It’s a one-stop shop for helping with questions.   www.ssa.gov/planners/calculators/   ·        Unsure of full retirement age? Use the Retirement Age Calculator. ·        Unsure if earnings will allow any payments at all? Use the Earnings Test Calculator. ·        Your client have […]

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