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Thousand Oaks, CA 91360-5467
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Senior Concerns Newsletter
Author:News EditorCreated:1/3/2008 8:32 PMRssIcon
The latest news and happenings at Senior Concerns
By News Editor on 1/13/2009 4:16 PM
Ultimate Dining Experience

On Sunday, August 5, 2008 six notable chefs, as well as Wedell Cellars of Arroyo Grande,...
By News Editor on 1/13/2009 4:00 PM
Just this month Congress passed the "Tax Extenders and Alternative Minimum Tax Relief Act of 2008" (In Division C of H.R. 1424 Sec. 408(d)(8)(A)) extending an excellent charitable planning opportunity for both 2008 and 2009. This act permits an IRA owner age 70½ or older to make a direct transfer to charity. The transfer may be up to $100,000 in one year and this IRA rollover will exist for year 2008 and year 2009.  If you have not yet taken your IRA withdrawal for this year this may represent a good opportunity to make a gift and minimize the taxable income resulting from the mandated withdrawal of IRA funds. 

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By News Editor on 12/19/2008 5:01 PM
Tina Vagnoni and friends at the Catlin homeNorth Ranch Tennis Club selected Senior...
By News Editor on 12/19/2008 4:40 PM
If you happened to have been anywhere near Westlake Village on Sunday, June 1st you...

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