WEALTH MANAGEMENT and BENEFIT SOLUTIONS
from an INDEPENDENT SOURCE
For questions or to schedule an appointment contact us at :
Adam Legate (859) 263-2303
Jason Young (859) 263-2301
Kevin Kitchin (859) 263-2304
Check the background of Ameritas Investment Corp. or this Investment Professional on http://brokercheck.finra.org
Newsletters
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.