As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs).

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs).
Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges.
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate of 5.0%, the highest 12-month increase since August 2008.1
The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.
80 years of People & Place. 1 Year of Absolute Awesome.
As we celebrate our 80th anniversary, we’re building a more sustainable community for the next 80 years by doing 80 local acts that have a global impact.
We’ve asked our incredible staff to nominate their favorite 501-(c)(3)-designated organizations. Here are the eight groups we’ve selected for December:
As we celebrate our 80th anniversary, we’re building a more sustainable community for the next 80 years by doing 80 local acts that have a global impact.
SESLOC was recently awarded a “Diamond Level” award in the 2022 SLO County Family-Friendly Workplaces by the San Luis Obispo Chamber of Commerce. We’re honored to join 17 other local organizations recognized for adopting and implementing...