Serving successful families and businesses since 1982.

Tax Planning

Explaining the Basis of Inherited Real Estate

When Is Social Security Income Taxable?

Consider an IRA Charitable Rollover

Retirement Now vs. Retirement Then

Can You Raise Your SSI By Reapplying for Benefits?

An Inherited IRA (Updated 2015)

Your Annual Financial To-Do List - 2016

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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