Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

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Washington News

Washington News

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age 70½ during 2016 to take their first required minimum distribution (RMD). The initial distribution must be taken by April 1, 2017. When you turn 70½, you are required to start distributions from a traditional IRA, 401(k), 403(b) and many other qualified retirement plans. The initial year distribution must be taken by April 1 the year after you turn age 70½. If you take your first RMD for 2016 before April 1, you will be required to take another

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Personal Planner

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a

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Gift Options

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Monday March 27, 2017

News

Our News

Our News

Exciting events are happening at UIndy

Thank you for your interest in University of Indianapolis. Our hope is to serve you and your family with helpful information.

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Personal Planner

Personal Planner

Loans and Sales to Children

Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a

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Savvy Living

Savvy Living

Services That Can Help Seniors with the Rigors of Travel

Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a few months and would love to have my 82-year old mother attend, but she needs

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Washington News

Washington News

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age 70½ during 2016 to take their first required minimum distribution (RMD). The initial distribution must be taken by April 1, 2017. When you turn 70½, you are required to start distributions from a traditional IRA, 401(k), 403(b) and many other qualified retirement plans. The initial year distribution must be taken by April 1 the year after you turn age 70½. If you take your first RMD for 2016 before April 1, you will be required to take another

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Monday March 27, 2017

For Advisors

Washington News

Washington News

Phone Scams, IRAs and Tax Extensions

The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age 70½ during 2016 to take their first required minimum distribution (RMD). The initial distribution must be taken by April 1, 2017. When you turn 70½, you are required to start distributions from a traditional IRA, 401(k), 403(b) and many other qualified retirement plans. The initial year distribution must be taken by April 1 the year after you turn age 70½. If you take your first RMD for 2016 before April 1, you will be required to take another

Find Out More ►