| OCTOBER 25, 2023 REVIEWING YOUR 2022 TAX RETURN TO PREPARE FOR YOUR 2023 TAX FILINGS William
Blyth, Carla Nitz, and Krista Zych presented their
annual seminar on how to begin preparing for one's
2023 tax filings. Extensive information
 was also
provided on how to most effectively complete one's
Required Minimum Distributions from IRA's and 401k
instruments. The presentation was done via Zoom. As
one looks at one's 2022 income tax filings, there are
certain steps that one can take as this year concludes
to prepare for one's 2023 tax filings. There have been
some changes in the laws that govern this annual chore
which were shared with the seminar attendees. Bill
also provided some interesting information from
various sources regarding economic trends that one
should consider as they relate to one's investments,
financial planning, and legacy arrangements. |
| WEDNESDAY, NOVEMBER 8, 2023 GUARDING YOUR FINANCES: A GUIDE TO FINANCIAL LITERACY AND FRAUD PROTECTION  Jennyfer Lopez and
Mashell Salgado of Fifth/Third Bank provided a seminar
to RTAC members on how to be financially literate and
protect one's financial well-being, especially to
guard against the various scams which are being
perpetrated against those who are unaware of the
techniques and strategies being used by thieves. There
are fake business e-mails, threatening e-mails and/or
calls saying that one's accounts are in jeopardy of
being suspended or canceled unless one takes the
action that the caller demands, computer virus alerts,
pop-up ads that if clicked lead to malware downloads,
codes directing one to a crypto ATM, phone calls from
numbers that look familiar to get you to answer the
phone, and a multitude of other scams that keep
appearing. When it involves your banking security,
they advised the attendees to verify the status of
one's financial holdings by checking with one's bank.
It is always inappropriate to purchase gift cards and
give the numbers to unknown callers. |