TheLiveBigWay* Digest – Celebrations
August 01, 2013
TheLiveBigWay® Digest
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What Happened to DOMA and What’s Next? On June 26, in United States v Windsor, the Supreme Court ruled 5-4 that Section 3 of the Defense of Marriage Act (DOMA) was unconstitutional, declaring that, if the citizens of a state voted to recognize and protect a class of people, the federal government could not fail to honor that without a legitimate government purpose. As a result, same-sex couples in a state-recognized marriage will now be recognized by the federal government. In the accompanying chart, we’ve summarized some of the key changes and planning implications. |
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| Financial Planning WONK – What’s an RMD? The who, what, when, why, and how of the Required Minimum Distribution (RMD) that must be withdrawn from IRAs and other retirement accounts each year. For Yeske Buie clients who have RMDs, we have already distributed them as a lump-sum or have set up recurring distributions so that the full value of the RMD will be withdrawn by the end of year. There are a few exceptions to this, but those situations will also be handled before the end of the year. |
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| Meet the Team – Cristin Etheredge As Operations Administrator, Cristin, who works out of our Vienna, VA office, introduces new clients to YeBu, manages our vendor relationships, and oversees the day-to-day running of our two offices. Cristin has been busy transitioning between living with family members in military service who are moving overseas and her own house, including the acquisition of a new roommate. She was also happily surprised to find that her gardening ‘experiment’ has turned out so well; with her first tomato ripening right now! Learn more about Cristin |
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| Yeske Buie Named a Top Advisory Firm by Financial Advisor Mag Financial Advisor Magazine publishes an annual list of the top 500 Registered Investment Advisors based on total assets under management. Yeske Buie saw an increase of 23% in assets between the end of 2011 to the end of 2012. |
Summar and Will’s Wedding – The Professional Photos Are In! The happy couple is currently enjoying their honeymoon in Hawaii, but just before they left, they received the professional photos from their wedding and reception. Take a look at their wonderful celebration |
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