To Have and to Hold In a Trust

Plan Ahead to Sell Your Business

Home Sweet Home, On the IRS

What Would You Do With a $25,000 Windfall?

Top Students May Qualify for Generous Merit Scholarships

More Leeway Given on Inherited IRAs

Helping Employees Build a Nest Egg With a 401(k) Plan

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Issue 9

What Would You Do with a $25,000 Windfall?

Maybe you've received a bonus from work, or an inheritance from your favorite great aunt. The question now is what to do with the unexpected cash. Should you pay off that credit card account? Remodel the bathroom? Buy municipal bonds?

Give us a call before deciding what to do. We can help you choose an option that makes sense in the context of your larger financial goals.

If you're paying a high interest rate on a credit card balance, using your windfall to reduce or eliminate debt could be a great idea. But a variety of investment options are also worth considering. Directing the money into education or retirement accounts could pay off down the road, or you may simply want to add to your taxable investments. Even if markets have appeared stagnant recently, history has shown that a well-balanced portfolio, left untouched over the long term, will grow. Now could be a good time to revisit your overall investment plan to make sure you're on track to meet your goals.

Even if you haven't had a tidy sum fall into your lap, we can help you find ways to boost your savings and invest wisely. Our goal is to keep your assets working for you today so you can live just as comfortably tomorrow.

Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.

Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300, Akron, OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.

CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader’s specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.