Tuesday December 18, 2018

News

Thank you for your interest in Concordia University Wisconsin Foundation. Our hope is to serve you and your family with helpful information. More
How to Fund Your Living Trust
Personal Planner
A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or larger estates, the revocable living trust can...
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Required IRA Distributions by December 31
Washington News
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018. Generally, traditional IRA, traditional 401(k), 403(b) and other qualified plan...
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Have You Checked Your Social Security Statement for Errors?
Savvy Living
I have heard that Social Security sometimes makes mistakes on our earnings records, which can reduce our monthly retirement benefits. How can I make sure this doesn't happen to me? Mistakes in the Social Security earnings record are not uncommon....
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