"The Taxman Cometh"
Now that you are very aware of your tax situation this is a great time to consider future options. Did you suffer losses on stock market accounts last year? Sons of Norway can give you peace of mind with the guaranteed returns of our Nordic Annuity. Have you changed jobs or retired this past year? When you leave an employer don't leave your retirement funds there, take them with you. Sons of Norway can make rolling these funds over an easy task.
Don't like taking the required minimum distribution from your IRA after age 70 1/2? Take advantage of Uncle Sam's allowance to change to a Roth IRA this year and take two years to spread out the taxes. Sounds like too much work? Call your Financial Benefits Counselor with Sons of Norway and leave the work to us. We are here to help you make the most of what you have.
Ruby Buzard @ Stedman Insurance Agency
8585 Old Dairy Rd.
Juneau, AK 99801