November 2016 RPS Home Page   |   Newsletter Home     
Early Adopters
Twenty-eight percent of U.S. adults have a strong preference for adopting new technology as opposed to using older, more familiar products.
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Index Funds: Investing in the Market
Index funds offer a cost-effective way to invest in the broader market without trying to pick winners among individual stocks.
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Why You Need a Will... Even If You’re Not a Prince
The unexpected death of famed musician Prince in April 2016 put the importance of a will in the national spotlight. Prince, who apparently died intestate — without a legal will — left an estate worth an estimated $150 million to $300 million.
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Could the AMT Boost Your Taxes?
The alternative minimum tax (AMT) is expected to affect about 4.3 million taxpayers in 2016. Understanding some of the common situations that may trigger AMT liability may help you avoid or mitigate the effect of it.
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The information contained in this newsletter is not intended as tax or legal advice, and it may not be relied on for the purpose of
avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor.
The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed
constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Emerald.
Copyright 2016 Emerald Connect, LLC

THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC
5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406
www.RPSpecialists.com