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Forman Investment Services

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Forman Investment Services
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Resources

ResourcesLindsey Christy2025-05-01T13:36:30-04:00

Required Minimum Distributions

  • Tax Planning: Charitable Giving and Estate Planning

  • Required Minimum Distributions

  • Understanding Required Minimum Distributions

Financial Planning

  • 401k Basics

  • 401k Investing 101

  • Traditional IRA vs ROTH IRA

  • Considerations of Roth Conversions

  • Basics of Retirement Planning

  • Investment Planning: The Basics

  • Learn more about Term Life Insurance (Forbes article)
  • 2024 Tax Planning and Financial Planning Information

  • 2025 Retirement Plan Contribution Limits

  • Important Financial Records Organizer
  • When is the best time to take my Social Security benefits?
  • Wealth Way

  • Age Milestones for Financial Planning

  • Diversified Sources of Retirement Funding

Freedom Portfolios

Want to learn more about available portfolio options? Review the Raymond James Freedom Portfolios, designed for investors just getting started in the market as well as individuals with specific investment goals.

  • Learn More About Freedom Portfolios

Charitable Giving

  • Raymond James Charitable Donor Advised Fund

  • Donor Advised Funds

Education Planning

  • Smart Saving
  • Grading Your Education Savings Plan

Estate Planning

  • Developing a Successful Estate Plan

  • Managing Significant Wealth Events

  • Losing a Loved One: Getting Things in Order

  • Raymond James Charitable Donor Advised Fund

  • Donor Advised Funds
  • The Family Meeting: Why It’s Important

  • Explaining Core Estate Planning Documents

Video Library

  • Recent Videos
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  • Visualize Your Future

  • Client Access How-Tos

  • Estate Planning

  • Tax Planning Service

Quick Tip Videos

  • 401k and Employer Matching

  • Building an Emergency Fund

  • Budgeting Basics

  • Diversify Your Savings

  • Health Savings Accounts

  • The Importance of Investing Early

  • Investing in Taxable Accounts

  • Managing Student Loans

  • Roth Conversions

  • Understanding Credit Scores

  • The Role of Insurance in Financial Planning

  • Saving for Major Life Goals

  • Financial Planning

  • Maximizing Tax Benefits

  • Side Hustles

  • Retirement Planning for Young Professionals

Contact Us

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Forman Investment Services
2635 Foxpointe Drive, Suite B • Columbus, IN 47203 • 812-378-0730


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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Links are being provided for informational purposes only. Forman Investment Services is not a registered broker/ dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Adtrax#4659576

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