Retirement Planning

Areas of Expertise for Businesses

  1. 401(k) look alike plans designed to allow key employees to contribute more than the 401(k) dollar limits
  2. Qualified plans (profit sharing, defined benefit, etc.)
  3. Deferred compensation plans
  4. Salary continuation plans
  5. Money management and asset allocation

Areas of Retirement Planning Expertise for Individuals

  1. Taking retirement plan distributions in the most tax efficient and cost efficient manner
  2. Money management and asset allocation
  3. IRA rollovers from 401(k)s
  4. IRA to IRA rollovers
  5. IRA rollovers from qualified plans
  6. Taking Required Minimum Distributions (age 70 ½)
  7. Setting up stretch IRAs (multigenerational IRAs)