Jul 65 minJuly Quarterly NewsletterMore 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...
Apr 33 minApril Quarterly NewsletterThe CARES Act and What it Means for You In response to the unfolding COVID-19 global pandemic, the Federal Reserve has taken some extraor...
Jan 14 minJanuary Quarterly NewsletterLVM Client Vault Portal Updated To take advantage of enhanced software capabilities and automate the secure delivery of reports to you, u...
Oct 11, 20194 minOctober 2019 Quarterly NewsletterYear End RMDs and QCDs Individuals often save their entire working lives for one specific day, their retirement date. There are a host of...
Jul 23, 20195 minJuly 2019 Quarterly NewsletterLVM Capital celebrates start of 32nd year As LVM Capital begins its 32nd year in business as a fiduciary wealth manager, we have witnesse...
Apr 1, 201912 minApril 2019 Quarterly NewsletterAdvance Directives in the Real World Many people wait too long to create advance health directives and designate a health care surrogate,...
Jan 1, 20198 minJanuary 2019 Quarterly NewsletterHappy 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...
