Highlights of this Special Edition Newsletter: What Is a Next of Kin Box? Key Components Benefits Supporting Our Community: Kalamazoo...

Highlights of this Special Edition Newsletter: Inflation-Mandated Tax Changes for 2025: Estate and Lifetime Exemption Annual Exclusion...

Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist The Presidential Cycle, Congressional Make-up,...

Highlights of this Special Edition Newsletter: Spring storm updates LVM celebrates its 37th year! Continuing LVM’s focus on online...

Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...

The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...

Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...

Highlights of this Special Edition Newsletter: LVM's 35th Anniversary Celebration TD Ameritrade accounts transitioning to Charles Schwab...

Highlights of this Newsletter: Save the Date for LVM's 35th Anniversary Celebration -- Thursday, June 29 in Portage, MI TD Ameritrade...

Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...

Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...

Highlights of this Newsletter: Benefits of the Roth IRA Traditional IRA vs Roth IRA Tax considerations Income Limits Backdoor Roth IRA...

Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...

Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...

Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...

Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...

**************************************************************************************Congratulations to Nicholas Macksood on being...

Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...

Highlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...

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...