About: Luke Holtsberry

If you are over age 70½ and have an IRA account, you are required to take annual distributions to satisfy your required minimum distribution (RMD). Individuals may elect to distribute funds (up to $100,000/year) directly from IRA accounts to The Ohio Masonic Home Foundation, without increasing your adjusted gross income (AGI). While these distributions generally…

The Ohio Masonic Home Foundation would like to recognize the following individuals, Masonic bodies, foundations, businesses and organizations for their support between July 1 and September 30, 2019. The individuals listed, along with hundreds of other donors at the $100+ level, are now FOUNDING MEMBERS of the CIRCLE OF ROSES. THANK YOU! Red Rose Circle…

Medicare’s open enrollment begins October 15th, 2019. Whether you are choosing a Medicare plan for the first time or evaluating your current plan, it’s vital to have the right Medicare plan for your needs. A surprising amount people believe that Medicare is free and will cover all of your health care costs once you retire,…

The Resource Center links our clients to agencies that provide excellent customer care and service. The Area Agency on Aging is one such exemplary resource. To serve our clients, our Liaisons work closely with local agencies, sharing information, experience and resources on a variety of age-related subjects. For over a decade, SE Ohio Liaison, DeAnna…