Thinking Points - A Planning Newsletter

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A Planning Newsletter

Explore our latest newsletter from Aegis Financial Partners, packed with experienced financial advice and insights. Our newsletter is designed to educate clients and provide valuable resources, insights, and tips to help you make informed financial decisions.

You can download the most recent Thinking Points Newsletter and also previous versions using the links below.

Current & Previous Editions

Lincoln Financial Advisors is now Osaic Wealth. Any reference to Lincoln Financial or Osaic FA within these files should be disregarded.

Thinking Points - April 2026: Thought You'd Like to See This: Buy-Sell Planning For The Business Owner: Things to Consider

Thinking Points - March 2026: Thought You'd Like to See This: Reviewing Your Tax Return: Things to Consider

Thinking Points - January 2026: Thought You'd Like to See This: Key 2026 Pension, Employee Benefit, and Tax Numbers

Thinking Points - November 2025: Thought You'd Like to See This: Common Life Insurance Mistakes: Things to Consider

Thinking Points - October 2025: Thought You'd Like to See This: Managing Medicare Part B Premiums: Things to Consider

Thinking Points - September 2025: Thought You'd Like to See This: The Tax Consequences Of Transferring A Life Policy: Things To Consider

Thinking Points - August 2025: The One Big Beautiful Bill Act (OBBA): What Financial Professionals Need to Know

Thinking Points - July 2025: Thought You'd Like to See This: Life Insurance Tax Advantages: Things to Consider

Thinking Points - June 2025: Thought You'd Like to See This: Income Tax Risk: Things to Consider

Thinking Points - May 2025: Basic Asset Protection Rules for Life Insurance, Annuties, and IRAs

Thinking Points - April 2025: Think About It: Developments in Required Minimum Distributions (RMD's)

Thinking Points - March 2025: Thought You'd Like to See This: Questions and Answers: Things to Consider

Thinking Points - February 2025: Thought You'd Like to See This: Dealing With 1099 Forms: Things to Consider

Thinking Points - December 2024: Thought You'd Like to See This: Net Unrealized Appreciation (NUA): Things to Consider

Thinking Points - November 2024: Thought You'd Like to See This: Self-Directed IRA's: Things to Consider

Thinking Points - October 2024: Thought You'd Like to See This: Deferred Annuities: Things to Consider

Thinking Points - September 2024: Thought You'd Like to See This: The Sunset in Current Tax Rules: Things to Consider

Thinking Points - August 2024: Thought You'd Like to See This: The Probate Process: Things to Consider

Thinking Points - June 2024: Thought You'd Like to See This: Qualified Charitable Distributions (QCD's) : Things to Consider

Golden Bullets - May 2024: Thought You'd Like to See This: The Transfer for Value Rule : Things to Consider

Golden Bullets - April 2024: Thought You'd Like to See This: Managing Estate Tax Through an Ilit : Things to Consider

Golden Bullets - March2024: Thought You'd Like to See This: State Income Taxes: Things to Consider

Golden Bullets - February 2024: Thought You'd Like to See This: - Substantially Equal Payments Under Section 72(c): Things to Consider

Golden Bullets - January 2024: Thought You'd Like to See This: The New Tax Numbers for 2024: Things to Consider

Golden Bullets -December 2023: Thought You'd Like to See This: Fighting With The IRS: Things to Consider

Golden Bullets - November 2023: Thought You'd Like to See This: Restricted Property Trusts: Things to Consider

Golden Bullets - October 2023: Thought You'd Like to See This: Managing Capital Gains Taxes: Things to Consider

Golden Bullets -September 2023: Thought You'd Like to See This: Life Insurance Tax Gotchas: Things to Consider

Golden Bullets - August 2023: Thought You'd Like to See This: Two Unrelated Updates: Things to Consider

Golden Bullets - July 2023: Thought You'd Like to See This: Unanswered Tax Questions: Things to Consider

Golden Bullets - June 2023: Thought You'd like to See This: New Stretch Rules: Things to Consider

Golden Bullets - May 2023: Thought You'd Like to See This: Uniform Transfers to Minors Act (UTMA) Accounts: Things to Consider

Golden Bullets - April 2023: Thought You'd Like to See This: Life Policy Accelerations: Things to Consider

Golden Bullets - March 2023: Thought You'd Like to See This: Questions and Answers: Things to Consider

Golden Bullets - February 2023: Thought You'd Like to See This: The Secure Act 2.0 Becomes Law: Things to Consider

Golden Bullets - January 2023: Thought You'd Like to See This: The New Tax Numbers for 2023: Things to Consider

Golden Bullets - December 2022: Thought You'd Like to See This: Making a Qualified Plan Rollover: Things to Consider

Golden Bullets - November 2022: Thought You'd Like to see This: Choosing the Right Buy-Sell Agreement: Things to Consider

Golden Bullets - October 2022: Choosing a Business Entity: Things to Consider

Golden Bullets - September 2022 - Gift Taxes: Things to Consider

Golden Bullets - August 2022 - Employees and Contractors: Things to Consider

Golden Bullets - July 2022 - Lessons from the Broncos: Things to Consider

Golden Bullets - June 2022 - Cash Balance Pension Plans: Things to Consider

Golden Bullets - May 2022 - Reviewing Your Tax Return: Things To Consider

Golden Bullets - March 2022 - IRA Deadlines: Things to Consider

Golden Bullets - February 2022 - Free Online Financial Resources: Things to Consider

Golden Bullets - January 2022 - The New Tax Numbers for 2022: Things to Consider