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Tax and Estate Planning Services for RAMS Account Holders

As an added benefit to having your retirement dollars managed by the RAMS program, you now have access to tax preparation and estate planning services.

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Tax Preparation

Tax planning can help you pay less to the government and put more of your hard-earned dollars to work for you. Our team doesn’t just prepare taxes, we strategically plan for them to help you lower your tax bill before you receive it.

SERVICES INCLUDE

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W-2 Income Tax Preparation

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Limited interest and dividend reported on a 1099-INT or 1099-DIV

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Standardized Deductions or Itemized Deductions (Schedule A)

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Earned Income Tax Credit

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Child Tax Credits

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Unemployment Income Reported on a 1099-G

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Social Security Income 1099-SSA

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Alimony Income Where Applicable

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Education Credit(s)

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Teacher Tax Credit

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Retirement Savings Credit

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HSA 5498 and 1098-SA

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Energy Savings Credits

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State Domicile(s) – Veterans

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1040x Amended Return on a needs basis if return originally prepared by TCG

NOT INCLUDED

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Complex returns requiring higher level tax and or legal assistance Ex: Forms 1120, 1120S, 1041, 1040x (where return was prepared at a different firm), 706, etc.

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Rental Properties – Schedule E

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Business Revenue – Schedule C

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High Volume 1099s (Stock Options) – Schedule D

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Farm Income – Schedule F

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Multi-State Returns

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Mineral Rights

Ready to get started with Tax Preparation services?

Eligible accounts: 457(b), 401(a), and FICA Alternative

Don’t have a 457(b) retirement account yet? Enroll now →

Estate Planning

Estate Planning is an important aspect of every financial plan. Spending the necessary time creating a solid plan can help you plan for the expected and unexpected. A well-designed plan can help make sure your wealth can carry over to your family’s next generation and ensure medical decisions are in the hands of someone you trust. Planning may include a trust, will, and health care power of attorney documentation.

SERVICES INCLUDE

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Basic wills and guardianship documents

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Review Estate Planning Documents

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Provide Strategies to Improve Your Estate Planning Situation

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Develop Summary of Your Current Estate Planning Situation and Preparing Estate Projections

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Alignment of Estate Planning Guidance with Your Retirement/Financial Planning and Investment Goals

NOT INCLUDED

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Any Estate Planning Requiring Legal Services Such As Will Contests/Divorce/Disinheritance, etc.

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Preparation of Estate Planning Docs

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Trusts/Special Needs Trusts

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Out-of-State Property

Ready to learn more about Estate Planning services?

Eligible accounts: 457(b), 401(a), and FICA Alternative

Don’t have a 457(b) retirement account yet? Enroll now →

DISCLOSURES

Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International. Recordkeeper and Third Party Administrator services offered through TCG Administrators, a HUB International Company. FinPath is offered through RPW Solutions.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.

This message is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, strategies, opportunities, positioning or prospects. Economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate. Remember all investing involves risk.

The information contained in this presentation is not intended to be a complete discussion of all federal or state income tax requirements. This information cannot be used by an investor to avoid any income tax penalties that may be imposed under the Internal Revenue Code. Investors should seek advice from a financial and/or tax advisor about the potential tax implications of their investments through TCG Advisors or HUB International, based on their individual circumstances.​

Registration is required to use FinPath. Tax and estate planning services may be offered through third-party vendors. TeleWealth services and Retirement Plan Specialist are offered through TCG Advisors, a HUB International company.