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Friday July 25, 2014

News and Events

Our News and Events
Exciting events are happening at OU
Join us for one of our upcoming seminars offering valuable estate and financial planning information.
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Personal Planner - Integrity and Initiative
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three children. They are...
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Savvy Living - Alternative Lodging Options for Retirees Who Travel
Alternative Lodging Options for Retirees Who Travel
Since retiring, my husband and I love to travel but hotel costs eat up our budget so fast we can’t stay as long, or go as often as we’d like to. I’ve heard that there are alternative...
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Washington News - IRA Rollover Passes House – On To Senate
IRA Rollover Passes House – On To Senate
On July 17 the IRA rollover and four other charitable bills passed the House on a 277-130 vote. Of the 12 different permanent tax extenders that have moved through the House Ways and Means Committee, 10 have now been passed by the full House of Representatives. The five charitable bills were combined into the America Gives More Act of 2014 (H.R. 4719). 1. IRA Charitable Rollover – The Permanent IRA Charitable Contribution Act of 2014, introduced by Aaron Schock (R-IL), makes permanent the option for IRA owners over 70½ to transfer up to $100,000 per year to qualified charities. 2. Food Inventory Gifts – The Fighting Hunger Incentive Act of 2014, introduced by Tom Reed (R-NY), permanently extends an enhanced deduction for...
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