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Benefit and Investment Briefing


AUGUST 2018

Happy Summer! The latest edition of our quarterly Benefit and Investment Briefing is now available!  In this issue, we take a look at Record Retention and the Joy of Tidying Up, key differences between a Roth IRA and a Roth 401(k) as well as important details around enrolling in Medicare.

We invite you to take a few minutes to check out our custom articles, market updates and Tycor happenings so you can stay up to date. We hope that you find the articles helpful and informative.  You can also visit our Blog posts and News & Events pages.  

Blog Update: Did you know that if you are age 70 ½ or older, you are able to donate up to $100,000 tax free from your IRA to a qualifying charity each year?  Read the full text here

Let's get social...make sure you are following us on LinkedIn and Facebook and let us know what topics are of interest to you!

As always, we are happy to help you along your path to Live Well, Retire Comfortably

Enjoy!


J. Timothy Corle, CPC, CFP®
President

What are the Differences Between a Roth IRA and a Roth 401(k)?

Understand the distinctions between a Roth IRA and Roth 401(k).

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Quarterly Market Review: April - June 2018

 The Markets - As of market close June 29, 2018.  

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Tycor Has Been Busy!  

Learn about Tycor events, Webinars and staff happenings. 

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Record Retention and the Joy of Tidying Up

Tired of trying to remember what you need to keep and how to store your retirement plan records?

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When and How to Enroll in Medicare

What you need to know if you are transitioning to Medicare.

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Did You Know?

IBC's new HSA vendor; updates on the final Association Health Plan (AHP) rules.

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