Foundations of Success Newsletter


Download a PDF Version of the Spring, 2017 Newsletter

The Foundations of Excellence Newsletter includes articles about the previous quarter relating to topics on Estate Planning, Tax Planning, Insurance, and Investments. Here are some excerpts from the articles:

  • Insurance: Life Insurance vs. Roth IRAs
    Life insurance and Roth IRAs have a basic structure in Common. They are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next, and they both can provide a tax-free legacy. Despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other. In fact, more often than not, that’s the case. In this article, we discuss the differences between the two retirement planning vehicles.
  • Estate Planning: Inherited IRAs – Tips You Need to Know
    It’s a personal and situational endeavor with plenty of possible pitfalls in the way of success. As a beneficiary of an IRA, you may find yourself with many questions and concerns. The rules are different for a spouse beneficiary than they are for a non-spouse or trust beneficiary. Arm yourself with working knowledge of some of the Do’s and Don’ts, and work with a competent, educated financial advisor to keep more of your assets and lose less to taxes and unnecessary fees.
  • Tax Planning: How You Can Utilize an HSA Now to Save for Retirement
    You probably know that these tax-advantaged accounts can be used to pay for medical expenses. However, you may not be aware that these accounts can be valuable retirement savings tools.
  • Investments: Still Working and Past The Age of 70 1/2?
    We get many questions from those nearing the RMD (required minimum distribution) age of 70 1/2 who are still working. We put together a list of 7 frequently asked questions and our answers on this important IRA planning topic.

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