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Sally Lindberg & Associates February 2019 Newsletter

Retirement Distributions Retirement distributions are made for a variety of reasons. Depending on the facts, the result can be anywhere from a tax-free distribution to inclusion in income and additional penalties. How can you determine the likely result? Social security benefits are either non-taxable or partially taxable. Depending on filing status and adjusted gross income,… Read more

Sally Lindberg & Associates December 2018 Newsletter

Charitable Planning In 2017, Americans donated over $410 billion to charity. As 2018 closes, you may be considering your charitable giving. You can deduct charitable gifts of cash and property, plus deduct your charitable mileage (14¢ per mile). To be deductible, the contributions must go to a qualified organization. Contributions to individuals are never deductible…. Read more