IRS Extends Deadline to Roll Over 2009 RMDs

IRA owners who have already received a 2009 required minimum distribution (RMD) this year are getting a break from the IRS. IRS announced recently that individuals have until the later of Nov. 30, or 60 days after the date the distribution was received, to roll over a distribution. This is big news. More...

IRS Notice: Guidance on 2009 Required Minimum Distributions

This notice provides guidance relating to the waiver of 2009 required minimum distributions under the Worker, Retiree, and Employer Recovery Act of 2008 (“WRERA”). More...

J.P. Morgan Guide to the Markets for Q4 2009

A bounty of charts and analysis: equities, economy, fixed income, international, by asset class and more. More...

Upcoming Tax Deadlines

December 15, 2009
Due date of fourth installment of corporation estimated tax (Form 1120-W).

December 31, 2009
Filing Status/Living Conditions determined on this date for the entire year for the purposes of 2009 individual tax return.

Heartfelt Condolences

Our hearts go out to the citizens of the great city of Philadelphia for their recent disappointment on the baseball diamond. Best of luck in 2010, but watch out for the Mets!

We hope you find these and future newsletters helpful, and we would be interested to hear from you if you'd like to suggest a topic.

Thank you very much and best regards,

Jonathan E. Brochstein

Copyright Weston Wealth Strategies, LLC, 1465 Post Road East, Westport, CT 06880, (203) 319-9876
Securities offered through Investors Capital Corporation, (800) 462-4610, Member FINRA / SIPC
Advisory Services offered through Investors Capital Advisory, (800) 949-1422, 230 Broadway, Lynnfield, MA 01940
Weston Wealth Strategies, LLC is appointed and licensed to sell insurance in AZ, CT, DE, NY, NJ, CA, FL, ME, MA, OH, RI & SC
Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC


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IRS Extends Deadline to Roll Over 2009 RMDs IRA owners who have already received a 2009 required minimum distribution (RMD) this year are getting a break from the IRS. IRS announced recently that individuals have until the later of Nov. 30, or 60 days after the date the distribution was received, to roll over a distribution. This is big news. More... IRS Notice: Guidance on 2009 Required Minimum Distributions This notice provides guidance relating to the waiver of 2009 required minimum distributions under the Worker, Retiree, and Employer Recovery Act of 2008 (“WRERA”). More... J.P. Morgan Guide to the Markets for Q4 2009 A bounty of charts and analysis: equities, economy, fixed income, international, by asset class and more. More...	Upcoming Tax Deadlines December 15, 2009 Due date of fourth installment of corporation estimated tax (Form 1120-W). December 31, 2009 Filing Status/Living Conditions determined on this date for the entire year for the purposes of 2009 individual tax return. Heartfelt Condolences Our hearts go out to the citizens of the great city of Philadelphia for their recent disappointment on the baseball diamond. Best of luck in 2010, but watch out for the Mets!
We hope you find these and future newsletters helpful, and we would be interested to hear from you if you'd like to suggest a topic. Thank you very much and best regards, Jonathan E. Brochstein
Copyright Weston Wealth Strategies, LLC, 1465 Post Road East, Westport, CT 06880, (203) 319-9876 Securities offered through Investors Capital Corporation, (800) 462-4610, Member FINRA / SIPC Advisory Services offered through Investors Capital Advisory, (800) 949-1422, 230 Broadway, Lynnfield, MA 01940 Weston Wealth Strategies, LLC is appointed and licensed to sell insurance in AZ, CT, DE, NY, NJ, CA, FL, ME, MA, OH, RI & SC Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC