July Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's 35th Anniversary Celebration TD Ameritrade accounts transitioning to Charles Schwab...
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- Apr 4
- 3 min
April Quarterly Newsletter - 2023
Highlights of this Newsletter: Save the Date for LVM's 35th Anniversary Celebration -- Thursday, June 29 in Portage, MI TD Ameritrade...
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- Jan 8
- 3 min
January Quarterly Newsletter - 2023
Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...
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- Oct 5, 2022
- 5 min
October Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...
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- Jun 28, 2022
- 3 min
July Quarterly Newsletter - 2022
Highlights of this Newsletter: Benefits of the Roth IRA Traditional IRA vs Roth IRA Tax considerations Income Limits Backdoor Roth IRA...
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- Apr 11, 2022
- 2 min
April Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...
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- Jan 10, 2022
- 4 min
January Quarterly Newsletter - 2022
Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...
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- Oct 6, 2021
- 4 min
October Quarterly Newsletter - 2021
Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...
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- Jul 20, 2021
- 6 min
July Quarterly Newsletter - 2021
Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...
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- Apr 6, 2021
- 5 min
April Quarterly Newsletter - 2021
**************************************************************************************Congratulations to Nicholas Macksood on being...
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- Jan 11, 2021
- 5 min
January Quarterly Newsletter - 2021
Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...
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- Sep 30, 2020
- 5 min
October Quarterly Newsletter
Highlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...
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- Jul 6, 2020
- 5 min
July Quarterly Newsletter
More Retirees can roll over RMDS this year...But you only have until August 31 to do so. The Internal Revenue Service will permit more of...
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- Apr 3, 2020
- 3 min
April Quarterly Newsletter
The CARES Act and What it Means for You In response to the unfolding COVID-19 global pandemic, the Federal Reserve has taken some...
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- Jan 1, 2020
- 4 min
January Quarterly Newsletter
LVM Client Vault Portal Updated To take advantage of enhanced software capabilities and automate the secure delivery of reports to you,...
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- Oct 11, 2019
- 4 min
October 2019 Quarterly Newsletter
Year End RMDs and QCDs Individuals often save their entire working lives for one specific day, their retirement date. There are a host of...
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- Apr 1, 2019
- 12 min
April 2019 Quarterly Newsletter
Advance Directives in the Real World Many people wait too long to create advance health directives and designate a health care surrogate,...
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- Jan 1, 2019
- 8 min
January 2019 Quarterly Newsletter
Happy New Year! As we turn the calendar to 2019, it reminds us to look back at 2018 with appreciation. 2018 was a special year for LVM as...
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