February 2016


Aegis Insurance Group, LLC

Fred A. Vimond, Sr., ChFC®, REBC®
Financial Representative
2575 Ulmerton Road
Suite 250
Clearwater, FL 33762
Office: 727-216-4088
Fax: 727-608-5930

February 2016

Changes to Social Security Claiming Strategies
Congress has ended two popular Social Security claiming strategies, but depending on your age, you may still be able to take advantage of these options.
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Filing Your 2015 Federal Income Tax Return
For most people, the due date for filing a 2015 federal income tax return is Monday, April 18, 2016. As that day approaches, here are a few things to keep in mind.
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Quiz: Which Birthdays Are Financial Milestones?
When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
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What are required minimum distributions (RMDs)?
The law requires that you begin taking distributions, called “required minimum distributions” or RMDs, from IRAs and most employer retirement plans when you reach age 70½ (or in some cases, when you retire), whether you need the money or not.
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Should I delay taking my first RMD?
In general, you must take your RMDs no later than December 31 of each calendar year to avoid a 50% tax penalty. However, you have the option of delaying your first distribution until April 1 of the following calendar year.
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Refer a friend
Registered representative of and securities offered through Voya Financial Advisors, Inc., (member SIPC).

This information was prepared by Broadridge Investor Communication Solutions, Inc. and has been made available for Voya Financial Advisors’ representatives for distribution to the public for educational information only. Broadridge Investor Communication Solutions, Inc. is not affiliated with nor controlled by Voya Financial Advisors. The opinions/views expressed within are that of Broadridge Investor Communication Solutions, Inc. and do not necessarily reflect those of Voya Financial Advisors or its representatives. In addition, they are not intended to provide specific advice or recommendations for any individual. Neither Voya Financial Advisors nor its representatives provide tax or legal advice. You should consult with your financial professional, attorney, accountant or tax advisor regarding your individual situation prior to making any investment decisions.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.

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