Coordinate Your Tax Forms We’re not talking about last year’s taxes that you’ll be filing in a couple of months. Now is the time to create a safe place to keep the necessary paperwork for next year. Start a 2016 Taxes folder to organize all your records this year. Make
1. Check in on your credit score Your credit score determines the interest rates for your mortgage and other loans, so keeping tabs every once in a while is good practice. If you’ve been making all your payments on time and you notice a sudden dip in your score, this
Spring is so close, we can taste it! So we thought we’d use the last of these chilly temps to prepare for our futures. Let’s start this month off right with this checklist: Daylight Savings Chores There are a few things that only need to be done a couple times
1. Not taking advantage of the Stretch distribution option or not establishing it properly. The Stretch IRA is a way for each IRA beneficiary to maximize payouts over their life. Properly designating beneficiaries and informing them of the IRA owner’s Stretch intentions are key to making this strategy work. 2.