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BUSINESS OF
MEDICINE

Continued from page 33

• Inheritance and estate plans: Since RMDs are not required if you http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-
have a Roth IRA, rolling Roth plan assets into a Roth IRA may Required-Minimum-Distributions
allow you to provide your heirs with tax-free income over their http://www.forbes.com/pictures/mjh45kmmj/4-youre-leaving-money-to-
lifetimes, as well as years and years of potential tax-free growth. grandkids-4/
http://www.reuters.com/article/2013/01/24/us-column-miller-rothconver-
Aspect Wealth Management has managed portfolios for sion- idUSBRE90N0P520130124
the Bexar County Medical Society for over 15 years. As a
member of the society, if you would like a complimentary The opinions voiced in this material are for general information
review of your portfolio tax strategies, please contact Michael only and are not intended to provide specific advice or recommenda-
Clark at 210-268-1520. tions for any individual. To determine which course of action may be
appropriate for you, consult your financial advisor prior to making
Sources: an investment decision.

http://www.aon.com/attachments/human-capital-consulting/2013_re- [1] Roth account distributions may be tax-free and penalty-free as
port_Trends-Experience-DC- Plans_Highlights.pdf long as you’ve had the account for five or more years and you are age
59½ or older, disabled, making a qualified first-time home purchase,
http://www.forbes.com/sites/ashleaebeling/2014/01/03/the-in-plan-401k- or deceased.
roth-conversion-strategy/
The above material was prepared by Peak Advisor Alliance.
http://www.irs.gov/pub/irs-drop/n-13-74.pdf

http://www.forbes.com/pictures/mjh45kmmj/1-your-federal-rate-is-
headed-up-4/

http://www.forbes.com/pictures/mjh45kmmj/3-you-wont-need-your-ira-
at-70-12-4/

THANK YOU

to the large group practices with
100% MEMBERSHIP in BCMS and TMA

Contact BCMS today ABCD Pediatrics, PA Renal Associates of San Antonio, PA
to join the 100% Clinical Pathology Associates San Antonio Gastroenterology Associates, PA
Dermatology Associates of San Antonio, PA
Membership Program! Diabetes & Glandular Disease Clinic, PA San Antonio Kidney Disease Center
ENT Clinics of San Antonio, PA San Antonio Pediatric Surgery Associates, PA
*100% member practice Gastroenterology Consultants of San Antonio
participation as of General Surgical Associates Sound Physicians
June 24, 2016. Greater San Antonio Emergency Physicians, PA South Alamo Medical Group
Institute for Women's Health South Texas Radiology Group, PA
Lone Star OB-GYN Associates, PA
M & S Radiology Associates, PA Tejas Anesthesia, PA
MacGregor Medical Center San Antonio Texas Partners in Acute Care
The San Antonio Orthopaedic Group
MEDNAX
Peripheral Vascular Associates, PA Urology San Antonio, PA
Village Oaks Pathology Services/Precision Pathology

WellMed Medical Management Inc.

34 San Antonio Medicine • July 2016