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Due to the recent CARES Act, dates for filing your 2019 taxes have changed.
- 2019 tax filing and payment dates have been extended to July 15, 2020.
- 2019 IRA and Roth IRA contribution dates are extended to July 15, 2020.
- Required Minimum Distributions (RMD’s) for 2020 have been waived.
Some reminders for your future planning:
- Evaluate large expenses planned for the remainder of the year.
- Contact your Intelligent Investment Management advisor to evaluate your financial plan.
- Review your monthly and quarterly reports from TD Ameritrade and Intelligent Investment Management, LLP.
HAPPY BIRTHDAY AMERICA!
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Celebrate the Fourth of July with friends and family.
Visit a State or National Park.
Host a summer movie marathon.
Hold a summer Bake-off with your neighborhood.
Start a Random Act of Kindness.
JULY 19th is National Ice Cream Day.
It's July! Welcome in the summer.
Say hello to the newest member of the Intelligent Investment Management, LLP team: Whisper. She was recently adopted by Jeannie and Steve Wheeldon and is enjoying life in their new home in Durango.