Publication 590-B

This publication discusses distributions from individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. For information about contributions to an IRA, see Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).

Publication 559 – IRD – Income in Respect of a Decedent

All income the decedent would have received had death not occurred that wasn’t properly includible on the final return is income in respect of a decedent.

MEC – Modified Endowment Contract

QLAC – Qualified Longevity Annuity Contract

Form 1040X – Amended U.S. Individual Income Tax Return

File this form to do the following: Correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. Make certain elections after the prescribed deadline. Change amounts previously adjusted by the IRS. Make a claim for a carryback due to a loss or unused credit


Divorced and Single Retirees Workshop! Hosted by Jean Dorrell

     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres!      This is a special, one-time opportunity to have specific retirement questions answered if you are divorced or single. You will leave with a wealth of new knowledge and information concerning your retirement! […]

A fun evening at GarVino’s – Feb 6th & Feb 22

     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights: Monday, February 6, 2017 at 5:00 – 7:00PM Wednesday, February 22, 2017 at 5:00 – 7:00PM **In order to attend, you must bring a guest who […]

The Story Behind America’s Unofficial National Anthem

     America’s unofficial national anthem was composed by an immigrant who left his home in Siberia for America when he was only five years old. The original version of “God Bless America” was written by Irving Berlin (1888-1989) during the summer of 1918 at Camp Upton, located in Yaphank, Long Island.      Originally written for his Ziegfeld-style […]

SFS Visits Topgolf – 2016

Jean Ann Dorrell from Senior Financial Security takes her Circle of Advocated on an adventure to Topgolf. Date: Thursday, November 3, 2016 Time: 9:45-5:30pm Location: Topgolf 10690 Palm River Road Tampa, FL 33619