Hi Everyone, April 1st is fast approaching and it is a date that often gets overlooked. If you or someone you know is 70 1/2 years young. Read below. ~Susan The IRS and Your IRA The IRS requires you to take a minimum distribution from your total IRA balance by April 1st of the year following your 70 1/2 birthday. That's right. April 1st - not the 15th. The penalty is huge if you mess it up. Just like many parts of our … [Read more...]
Archives for March 2014
The Year So Far – “Susan On Money” for Week of March 5, 2014
Hi Everyone, February provided investors with mixed signals. Colder and snowier-than-usual weather adversely affected many economic reports, causing uncertainty over the health of the economy to linger. Several companies cited negative impact of weather on future earnings. I'm not worried. ~Susan The Year So Far U.S. stock prices appear to be looking past weather disruptions and have rebounded back to … [Read more...]