• Maximize your philanthropic goals
  • Maximize your philanthropic goals
  • Maximize your philanthropic goals

Maximize your philanthropic goals

  • Make a difference in people’s lives and always be remembered for your contribution
  • Benefit yourself, your family and University of North Carolina with your planned gift
  • Help us fulfill our mission for many years and generations to come

Maximize your philanthropic goals

  • Make a difference in people’s lives and always be remembered for your contribution
  • Benefit yourself, your family and University of North Carolina with your planned gift
  • Help us fulfill our mission for many years and generations to come

News

Tuesday March 28, 2017

Exciting events are happening at University of North Carolina
Our News
Thank you for your interest in University of North Carolina. Our hope is to serve you and your family with helpful information.
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Services That Can Help Seniors with the Rigors of Travel
Savvy Living
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a...
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Phone Scams, IRAs and Tax Extensions
Washington News
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. The latest tactic is for a scammer to send an email to tax preparers with a "last minute" request to change the refund destination. The change may be a direction for the IRS to send the refund to a prepaid debit card. If a tax preparer receives a "last minute" request, he or she should verbally reconfirm the new address or card with the taxpayer. In IR-2017-63 the Service reminded taxpayers who turned age 70½ during 2016 to take their first required minimum distribution (RMD). The initial distribution must be taken by April 1, 2017. When you turn 70½, you are required to start distributions from a traditional IRA, 401(k), 403(b) and many other qualified retirement plans. The initial year distribution must be taken...
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Loans and Sales to Children
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child...
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