<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1200425829968335&amp;ev=PageView&amp;noscript=1">
TMA_InsuranceTrust–Logo_70

Did you know an HSA Can Function as Both a Traditional IRA & Roth IRA?

16 May 2015
 
Sometimes described as America’s ultimate retirement account, you may not be aware that your health savings account, or HSA, can also be one of the best places to store your retirement funds. With a recent Fidelity Investment study showing that the average person needs $220,000 for medical expenses as they enter retirement, a health savings account can work to your advantage when you are ready to retire.
continue reading

Retiring Physicians & Life Insurance: 6 Reasons to Keep It

2 May 2015

You are about to retire from a long career in your practice, your children are self-supporting and you have paid off your house. That leaves no reason to continue carrying a life insurance policy, right?

continue reading

5 Steps Physicians Can Take Towards a Successful Retirement

6 April 2015

Whether you recently finished medical residency or are an established Texas physician, it is never too early to begin thinking about retirement and discussing your future with a financial advisor. While carefree days spent traveling, volunteering or golfing in Florida may seem far off, they become a reality once you have a plan in place. Having an open dialogue and honest conversation about how you envision retirement enables you and your advisor to map out a plan and schedule routine, follow-up visits to ensure you are staying on the right path.

continue reading

Newsletter signup to receive our monthly newsletter

border