Advisors' Roundup - March 25, 2016

On my radar this week:

The benefits of Health Savings Accounts:
Financial Ducks in a Row

Americans are not saving nearly enough:
The Motley Fool

Student financial aid estimator:
Saving for College

Upcoming Deadlines:

April 1:

  • Missouri Personal Property Tax Statements Due
  • First Required Minimum Distribution (RMD) due from IRAs & 401(k)s for investors that turned 70 1/2 in 2015.

April 18:

  • 2015 Taxes Due
  • 2016 Q1 Estimated Tax Payments Due
  • 2015 IRA Contributions Must Be Completed

April 28:

  • Last Day For Social Security 'File & Suspend' Strategy
June 15

  • 2016 Q2 Estimated Tax Payments Due

If you're a Missouri resident and would like help with your planning, please visit us at:

Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.