Hello Performance Wealth Family!

Hello Performance Wealth Family!

We hope you enjoy this installment of our monthly newsletter and welcome your input to making your experience better at every turn. We’re constantly doing our best to improve so we welcome your feedback.

All the best,
– Shay Woodward IV, President

Changes to Social Security Claiming Strategies

Congress has ended two popular Social Security claiming strategies, but depending on your age, you may still be able to take advantage of these options.

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Filing Your 2015 Federal Income Tax Return

For most people, the due date for filing a 2015 federal income tax return is Monday, April 18, 2016. As that day approaches, here are a few things to keep in mind.

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Quiz: Which Birthdays Are Financial Milestones?

When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.

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What are required minimum distributions (RMDs)?

The law requires that you begin taking distributions, called "required minimum distributions" or RMDs, from IRAs and most employer retirement plans when you reach age 70½ (or in some cases, when you retire), whether you need the money or not.

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Should I delay taking my first RMD?

In general, you must take your RMDs no later than December 31 of each calendar year to avoid a 50% tax penalty. However, you have the option of delaying your first distribution until April 1 of the following calendar year.

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Performance Wealth, LLC are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Virginia, Georgia, and South Carolina.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.