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Tuesday December 18, 2018

News

Thank you for your interest in Catalina Island Conservancy. 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...
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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....
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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...
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.