Sapers & Wallack

Spring 2010

I hope our spring newsletter finds you well and eager to read about recent news items in our world of insurance, benefits and investments. A hot topic – National Health Care Reform is on our minds. We have examined the new legislation and provided insights as to how this will affect you, not only this year, but in the years to come. Please click here to read our Update on Reform.

As we always strive to help our clients and friends achieve a successful retirement, I would be remiss if I didn’t touch upon the industry buzz of Roth IRA conversions. In this economic environment, you should rightfully hesitate to make decisions on speculation alone. However, with that being said, we believe our article on this subject matter can be a helpful resource to those who are debating whether or not converting a traditional IRA to a Roth IRA might be right for you. We are happy to provide you with a free consultation on your situation. Please click here to read our Insurance Insights article which outlines the potential benefits and risks associated with this Roth IRA conversion.

Our newsletter also includes interesting topics of conversation on the retirement home front, including ways that Long Term Care insurance can protect your savings, as well as an article for business owners and key executives shedding light on how a Cash Balance Plan can help achieve both the employer and employee retirement goals. Cash Bonus Plans are another area in which business owners and executives can take advantage of alternatives to defined benefit plans and our Executive Benefits article covers all you need to know and more about this topic.

Lastly, we have a couple of announcements to share with you. We have been out of the office supporting our community at the Greater Boston Food Bank. Our team welcomes new hire Scott Muir, Vice President of Business Development and we’re happy to announce that our very own Lauren Leidner will now be spearheading the retirement plan sales efforts for the Investments Department. We’ll be hosting our Spring CPA Seminar on May 18th and are pleased to invite you and colleagues to attend this special seminar in which attendees can receive up to 4 CE credit.

Please be in touch by email or phone (617-225-2600) as we always enjoy hearing from you and learning what is new in your life and finding ways that we can help.

Warm regards,

Aviva Sapers, CEO

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