Newsletter Articles and Videos




	Newsletters, Videos and Other Information From time to time, MedAmerica Financial Services publishes Dollars and Sense, a newsletter meant to keep participants of the MedAmerica Benefit programs updated on recent developments, new products, tax forms, and miscellaneous information related to the MedAmerica benefit programs. In addition, other articles and videos are included below. Newsletters Dollars & Sense - April 2002 Dollars & Sense - September 2001 The Future of Residential Real Estate - May 2005 How Baby Boomers Will Affect Health Care in the Future - Summer 2006 How Baby Boomers Will Affect the Economy - Summer 2007 Is It Time to Get Out of the Stock Market? - Summer 2008 Health Care Reform - Summer 2009 To Roth or Not to Roth - Summer 2010 Health Plan Articles HSA Regulation Changes - Jan 2007 Are You Ready for Medicare - Jan 2007 How to Prepare for Medicare - May 2005 Health Savings Accounts - March 2003 Retirement Planning Articles & Videos Best States to Retire - August 2007 Ongoing Blog on Best Places to Retire from topretirements.com You Can Retire Early - July 2006 Roth 401(k) Video Presentation - June 2006 (6 minutes) Do Not Retire your Stock Investments When You Retire - June 2007 Financial Nightmares Facing Boomers - Business Week, Nov. 2010 Questions Retirees Must Answer - Wall Street Journal, July 2011 Investment Articles You've Lost Money...Now What? Buy and Hold Strategy Investment Consulting How to Buy Gold - Smart Money, June 2011 Financial Planning Articles & Videos Are You and Your Kids ready for College? - April 2004 The MedCentric Financial Planning Network video - December 2006 (4 minutes) Should you incorporate? - March 2007 Estate Planning Articles The 25 Documents You Need Before You Die - Wall Street Journal, July 2011 How to Write A Will - Smart Money, June 2011 MedAmerica Retirement Committee The MedAmerica Retirement Committee is made up of physicians from several participating groups throughout the nation. The Committee meets three times per year and reviews the investment policy, possible new funds, regulatory changes, and other details germaine to the operation of both the 401(k) and Defined Benefit Plans. Investment Policy - Sept. 2011 Minutes - Jan. 2009 Suggested Investment Allocations - January 2011 H.S.A. Tax Forms The tax forms necessary to report your Health Savings Account information can be a bit confusing. Depending on your status as a physician partner, physician employee, or a non-physician, different tax forms and computations apply. You should receive either a Form W2 (employee) or Form K1 (partner) from your employer, and a 1099-SA from your provider (such as HSA Bank). Using that information and these sample forms, you should be able to complete your annual HSA tax reporting. Form 8889 (Health Savings Accounts) Form 8889 Instruction Booklet Sample Form 8889 for Physician Partners (CEP, EPIC) Sample Form CA (540) for California Residents Sample Form 8889 for Physician Employees (SEMA, EMA, EPMG, Galen) Sample Form 8889 for Employees & Physician Assistants Letters from participants are published from time to time. If you wish to send a letter to the editor, you may contact: Chris Renner at MedAmerica Financial Svcs at rennerc@medamerica.com or (800) 842-2808. Copyright © 2007 MedAmerica Financial Services, Inc.