Fall 2016 5

New Videos Now Online

With six new videos available on the Scott White Advisors’ website, helpful information is as easy to access as a click of your keyboard. Watch these short videos, created and presented by Scott White, on the following topics:

• Social Security for Surviving Spouses

• The Importance of Investment Policy Statements

• Incapacity Planning: Important for You and Your Loved Ones

• Selecting Pension Options

• Protecting Your Heirs: Trusts and Estate Planning

• Why Comprehensive Financial Planning is Important

To see the videos, visit www.scottwhiteadvisors.com/news-media/videos

Scott White Advisors

2 days ago

Fort Myers Florida Weekly has gathered a list of festivities for your #July4thweekend. Check out this list that includes Lee, Collier and Charlotte counties. fortmyers.floridaweekly.com/articles/the-glory-of-red-white-and-blue-swfl-celebrates-july-4/ ... See MoreSee Less

View on Facebook

Scott White Advisors

4 days ago

The #SocialSecurity statement has been redesigned for the first time since the earnings statement began mailing to selected age groups in 1995, according to its website. You can expect more visual elements and plain language, as well as fact sheets tailored to your age and earnings history in the next mailing or online view of your statement. Read all the details in our recent article at: www.scottwhiteadvisors.com/a-new-look-for-your-social-security-statement/ ... See MoreSee Less

View on Facebook

Scott White Advisors

2 weeks ago

The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA offers several valuable tax benefits (consult your tax professional for details relevant to you):• You may be able to make pre-tax contributions via payroll deduction through your employer, reducing your current income tax.• If you make contributions on your own using after-tax dollars, they're deductible from your federal income tax (and perhaps from your state income tax) whether you itemize or not.• Contributions to your HSA, and any interest or earnings, grow tax deferred.• Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical expenses.Here are the key tax numbers for 2022 and 2023. ... See MoreSee Less

Photo

View on Facebook