|
TYPE
File On!
 It’s officially Filing Season. For many it doesn’t end with the Federal and State Tax Returns. It ends with the Free Application for Federal Student Aid, often simply referred to as the FAFSA. All parents with dependents enrolled in higher education institutions should file a FAFSA each year. Yes, that includes those who think they will not qualify for aid. We invite you to revisit our Expert Spotlight featuring Tony Sutphin for more details on why all parents should file. We also encourage you to read on to learn more about application deadlines, how to prepare to ensure the application process goes smoothly, and a brief video on how to fill out the FAFSA form.
|
| TYPE |
| TYPE
Required Minimum Distributions
 February marks the beginning of our annual process of distributing our Clients’ Required Minimum Distributions (RMDs) from their IRAs. Now that Schwab has released their annual RMD report, the Financial Planning Team is reviewing each IRA from which an RMD is required to ensure enough cash is available for the distribution. In most cases, RMDs will be distributed by the end of the month (some Clients have already received theirs); for our Clients who use their RMD amount as their annual spending target, we’ll track the distributions throughout the year to ensure the required amount is satisfied. Learn more about RMDs and Yeske Buie’s process for managing the distributions.
|
| TYPE |
|
TYPE
Where in the World is the Live Big® Glass?
 Today we share four new photos of individuals enjoying their Live Big glass from all over the country. Furthermore, these four photos highlight how living big is not about “spending big” or “living large”, but rather about finding joy in ordinary places of your everyday life. Whether you enjoy Skype calls with family and friends, watching the sunset, or learning a new dance, if it brings you joy then it helps you Live Big. After all, it’s about the size of your life, not the size of your wallet®. We hope you enjoy the four additions to our gallery and we hope you will send us pictures with your glass as you Live Big.
|
| TYPE |
|
TYPE
How You Will Receive Your 1099
 While Yeske Buie posts quarterly tax reports to your Client Private Page® for taxable accounts, these reports are for planning purposes only. To complete your 2015 tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s). Schwab will send 1099s in the mail and post them to your Schwab account in mid to late-February. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. If you have lost your paper copy or are having difficulties accessing the forms online, please do not hesitate to contact us and we will be happy to assist you.
|
| TYPE |
|
