Gain insight on how to make your portfolio more tax efficient.

Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840 TOPICS 1. Taxes 2. Estate Planning 3. Investing and retirement 4. Insurance and risk management

I help Purdue faculty make the most of their benefits and 403(b) retirement plan. Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840   Topics Taxable Interest Stock Dividends Capital Gains Health Savings Account IRA contributions Sources: http://news.morningstar.com/articlenet/article.aspx?id=742540