October Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist The Presidential Cycle, Congressional Make-up,...
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Jul 103 min read
July Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Spring storm updates LVM celebrates its 37th year! Continuing LVM’s focus on online...
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Apr 182 min read
April Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...
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Jan 265 min read
January Quarterly Newsletter - 2024
The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...
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Oct 12, 20235 min read
October Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...
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Jul 25, 20232 min read
July Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's 35th Anniversary Celebration TD Ameritrade accounts transitioning to Charles Schwab...
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Apr 4, 20233 min read
April Quarterly Newsletter - 2023
Highlights of this Newsletter: Save the Date for LVM's 35th Anniversary Celebration -- Thursday, June 29 in Portage, MI TD Ameritrade...
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Jan 8, 20233 min read
January Quarterly Newsletter - 2023
Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...
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Oct 5, 20225 min read
October Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...
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Jun 28, 20223 min read
July Quarterly Newsletter - 2022
Highlights of this Newsletter: Benefits of the Roth IRA Traditional IRA vs Roth IRA Tax considerations Income Limits Backdoor Roth IRA...
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Apr 11, 20222 min read
April Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...
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Jan 10, 20224 min read
January Quarterly Newsletter - 2022
Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...
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Oct 6, 20214 min read
October Quarterly Newsletter - 2021
Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...
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Jul 20, 20216 min read
July Quarterly Newsletter - 2021
Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...
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Apr 6, 20215 min read
April Quarterly Newsletter - 2021
**************************************************************************************Congratulations to Nicholas Macksood on being...
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Jan 11, 20215 min read
January Quarterly Newsletter - 2021
Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...
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Sep 30, 20205 min read
October Quarterly Newsletter
Highlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...
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Jul 6, 20205 min read
July Quarterly Newsletter
More Retirees can roll over RMDS this year...But you only have until August 31 to do so. The Internal Revenue Service will permit more of...
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Apr 3, 20203 min read
April Quarterly Newsletter
The CARES Act and What it Means for You In response to the unfolding COVID-19 global pandemic, the Federal Reserve has taken some...
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Jan 1, 20204 min read
January Quarterly Newsletter
LVM Client Vault Portal Updated To take advantage of enhanced software capabilities and automate the secure delivery of reports to you,...
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