How do you want to spend the rest of your life?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

It is never too early - or too late - to plan. But if you don’t plant the seed, the tree will never grow.

Where do you want your bridge to take you?

As a client, you are family - not just a number.

Are you living to work, or working to live? There is a big difference.

“We make a living by what we get, but we make a life by what we give.” - Winston Churchill

February 2016 LD Lowe Newsletter

February news from your LD Lowe Team.

Happy Valentine’s Day from your LD Lowe Team.

Lloyd and Staff

Changes to Social Security Claiming Strategies
Congress has ended two popular Social Security claiming strategies, but depending on your age, you may still be able to take advantage of these options.
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Filing Your 2015 Federal Income Tax Return
For most people, the due date for filing a 2015 federal income tax return is Monday, April 18, 2016. As that day approaches, here are a few things to keep in mind.
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Quiz: Which Birthdays Are Financial Milestones?
When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
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What are required minimum distributions (RMDs)?
The law requires that you begin taking distributions, called “required minimum distributions” or RMDs, from IRAs and most employer retirement plans when you reach age 701Ž2 (or in some cases, when you retire), whether you need the money or not.
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Should I delay taking my first RMD?
In general, you must take your RMDs no later than December 31 of each calendar year to avoid a 50% tax penalty. However, you have the option of delaying your first distribution until April 1 of the following calendar year.
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