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Forman Investment Services
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Resources

Resources

ResourcesLindsey Christy2025-12-17T12:25:18-05:00

Required Minimum Distributions

  • Required Minimum Distributions

  • Understanding Required Minimum Distributions

401k

  • 401k Basics

  • 401k Investing 101
  • Rolling Over A 401k From A Past Employer

  • 401k and Employer Matching

  • Employer-Sponsored Retirement Plans

  • Roth Contributions vs. Pre-Tax Contributions

Tax Planning

  • 2025 Tax Planning and Financial Planning Information

  • Tax Planning w/QCDs

  • Maximizing Tax Benefits

  • Accounting and Attorney Coordinated Services

  • Tax Planning Service

Young Investors

  • Wealth Way

  • Saving for Major Life Goals

  • Understanding Credit Scores

  • Budgeting Basics

  • Building an Emergency Fund

  • The Importance of Investing Early

  • Planning for Children Part 1

  • Planning for Children Part 2

  • Getting Married

  • Leisure & Necessary Expenses

  • Managing Student Loans

  • Side Hustles

  • Retirement Planning for Young Professionals

IRA/ROTH IRA

  • Traditional IRA vs ROTH IRA

  • Considerations of Roth Conversions

  • Understanding ROTH IRAs

  • Roth Contributions vs. Pre-Tax Contributions

  • Roth Conversions Part 1

  • Roth Conversions Part 2

Financial Planning

  • Important Financial Records Organizer

  • Financial Planning

  • Managing an Inheritance

  • Pay Down Your Mortgage, or Invest the Extra Money?

Freedom Portfolios

  • Learn More About Freedom Portfolios

Charitable Giving

  • Tax Planning w/QCDs

  • 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

  • Accounting and Attorney Coordinated Services

  • Estate Planning Videos

Retirement Planning

  • Basics of Retirement Planning

  • 2025 Retirement Plan Contribution Limits

  • Diversified Sources of Retirement Funding

  • Diversify Your Savings

  • Managing an Inheritance

  • Investing in Taxable Accounts

Social Security & Medicare

  • When is the Best Time to Take My Social Security Benefits?

  • Navigating Medicare

Insurance & HSA's

  • Learn More About Term Life Insurance (Forbes article)

  • The Role of Insurance in Financial Planning

  • Health Savings Accounts (HSA’s)

Client Access

  • Client Access How-Tos

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


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